The most notable companies in this group are VISA (NYSE:V), JPMorgan Chase & Co (NYSE:JPM), Bank of America Corp (NYSE:BAC), US Bancorp (NYSE:USB).
The investment seeks long-term capital appreciation by investing primarily in common stocks.
The fund normally invests at least 80% of its net assets in equity securities of issuers in the financial services industry that the Adviser believes are undervalued and thus may offer above-average potential for capital appreciation. It may invest its assets in securities of foreign financial services companies. The fund may invest in fixed income securities, including high yield securities or "junk bonds". It may invest in shares of open-end funds or ETFs.
The average market capitalization across the 1919 Financial Services I MF is 95.89B. The market cap for tickers in the group ranges from 21.34B to 521.84B. V holds the highest valuation in this group at 521.84B. The lowest valued company is BRO at 21.34B.
The average weekly volume growth across all stocks in the 1919 Financial Services I MF was -8%. For the same stocks of the MF, the average monthly volume growth was -42% and the average quarterly volume growth was -43%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 71
P/E Growth Rating: 60
Price Growth Rating: 40
SMR Rating: 38
Profit Risk Rating: 50
Seasonality Score: -7 (-100 ... +100)