Notable companies
The most notable companies in this group are Amazon.com (NASDAQ:AMZN), Meta Platforms (NASDAQ:META), Pinterest (NYSE:PINS), Zoom Video Communications (NASDAQ:ZM).
Industry description
The investment seeks long-term capital appreciation with reduced volatility compared to traditional broad-based equity market indices as a secondary objective.
Under normal market conditions, the fund invests in long or short positions in equity securities of domestic and foreign companies. The managers define equity securities as (1) common stocks, (2) preferred stocks and (3) debt securities that are convertible into stock. The fund invests in securities of issuers without restriction as to capitalization or country. The fund invests in convertible debt securities of any maturity or credit quality, including those known as "junk bonds".
Market Cap
The average market capitalization across the LoCorr Dynamic Opportunity I MF is 570.32B. The market cap for tickers in the group ranges from 2.36B to 2.13T. AMZN holds the highest valuation in this group at 2.13T. The lowest valued company is ZETA at 2.36B.
Volume
The average weekly volume growth across all stocks in the LoCorr Dynamic Opportunity I MF was 34%. For the same stocks of the MF, the average monthly volume growth was 230% and the average quarterly volume growth was 175%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 70
P/E Growth Rating: 91
Price Growth Rating: 49
SMR Rating: 65
Profit Risk Rating: 74
Seasonality Score: 0 (-100 ... +100)