Notable companies
The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META), Applied Materials (NASDAQ:AMAT), Lam Research Corp (NASDAQ:LRCX).
Industry description
The investment seeks capital appreciation and income.
The fund is a "flexible" fund which allocates its investments among common stocks and other equity securities, bonds and other debt securities, REITs, commodities, money market instruments in proportions which reflect the judgment of Leuthold Weeden Capital Management. It normally invests 30% to 70% of its net assets in common stocks and other equity securities; 30% to 70% of its net assets in bonds and other debt securities, except during prolonged periods of low interest rates; and up to 20% of its assets in money market instruments.
Market Cap
The average market capitalization across the Leuthold Core Investment I MF is 1.54T. The market cap for tickers in the group ranges from 127.38B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is LRCX at 127.38B.
Volume
The average weekly volume growth across all stocks in the Leuthold Core Investment I MF was 4%. For the same stocks of the MF, the average monthly volume growth was 29% and the average quarterly volume growth was -10%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 67
P/E Growth Rating: 52
Price Growth Rating: 50
SMR Rating: 23
Profit Risk Rating: 15
Seasonality Score: -48 (-100 ... +100)