Notable companies
The most notable companies in this group are Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOGL), Citigroup (NYSE:C), Energy Transfer LP (NYSE:ET), General Motors Company (NYSE:GM), Delta Air Lines (NYSE:DAL), Expedia Group (NASDAQ:EXPE).
Industry description
The investment seeks long term growth of capital.
The fund normally makes investments that, in the portfolio managers' opinion, offer the opportunity for long-term growth of capital. The portfolio managers exercise a flexible strategy in the selection of investments, not limited by investment style or asset class. It may invest without limit in the common stock of U.S. and foreign issuers of all sizes and in other U.S. and foreign securities. The fund may also borrow money for investment purposes, in amounts up to 10% of the fund's net assets measured as of the time of the borrowing, which is a practice known as leveraging. It is non-diversified.
Market Cap
The average market capitalization across the Patient Opportunity I MF is 446.73B. The market cap for tickers in the group ranges from 4.59B to 2.13T. AMZN holds the highest valuation in this group at 2.13T. The lowest valued company is IAC at 4.59B.
Volume
The average weekly volume growth across all stocks in the Patient Opportunity I MF was 53%. For the same stocks of the MF, the average monthly volume growth was 63% and the average quarterly volume growth was 144%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 49
P/E Growth Rating: 46
Price Growth Rating: 29
SMR Rating: 32
Profit Risk Rating: 45
Seasonality Score: 20 (-100 ... +100)