The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Alphabet (NASDAQ:GOOGL), Amazon.com (NASDAQ:AMZN), IQVIA Holdings (NYSE:IQV).
The investment seeks to provide principal preservation and long-term capital appreciation.
The fund normally invests in the common stocks of approximately 15 to 25 mid- and large-cap companies with market capitalizations greater than $2 billion that have, in the Adviser’s opinion, a competitive advantage. The Sub-Adviser uses an intensive fundamental due diligence research process to attempt to identify companies with owner-oriented management teams that, in the view of the Sub-Adviser, generate consistently high returns on capital. It is non-diversified.
The average market capitalization across the Cromwell Tran Sustainable Focus Instl MF is 428.01B. The market cap for tickers in the group ranges from 13.55B to 2.84T. MSFT holds the highest valuation in this group at 2.84T. The lowest valued company is AER at 13.55B.
The average weekly volume growth across all stocks in the Cromwell Tran Sustainable Focus Instl MF was 145%. For the same stocks of the MF, the average monthly volume growth was -13% and the average quarterly volume growth was -8%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 73
P/E Growth Rating: 54
Price Growth Rating: 33
SMR Rating: 48
Profit Risk Rating: 40
Seasonality Score: 34 (-100 ... +100)