JAVAX James Aggressive Allocation Forecast, Technical & Fundamental Analysis

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META).

The investment seeks to provide total return through a combination of growth and income. Under normal circumstances, the fund invests primarily in equity securities of foreign and domestic companies that the Adviser believes are undervalued, and in high quality fixed income securities. The fund will normally hold both equity securities and fixed income securities, with typically at least 60% of its assets in equity securities and at least 15% of its assets in fixed income securities.

The average market capitalization across the James Aggressive Allocation MF is 1.4T. The market cap for tickers in the group ranges from 1.77B to 3.19T. NVDA holds the highest valuation in this group at 3.19T. The lowest valued company is ENVA at 1.77B.

The average weekly volume growth across all stocks in the James Aggressive Allocation MF was 15%. For the same stocks of the MF, the average monthly volume growth was 1% and the average quarterly volume growth was -42%