The most notable companies in this group are Apple (NASDAQ:AAPL), Microsoft Corp (NASDAQ:MSFT), Alphabet (NASDAQ:GOOGL), Amazon.com (NASDAQ:AMZN), NVIDIA Corp (NASDAQ:NVDA), Eli Lilly & Co (NASDAQ:LLY), Broadcom (NASDAQ:AVGO), Palo Alto Networks (NASDAQ:PANW), Boston Scientific Corp (NASDAQ:BSX).
The investment seeks to provide high total return consisting of capital appreciation and current income.
The fund invests in a mix of common stocks and other equity securities of U.S. companies of any market capitalization and fixed income securities which are primarily investment grade and may be of any maturity. Normally, it will maintain at least 65% of the value of its assets in equity securities and at least 25% of the value of its assets in fixed income securities. Fixed income securities include asset- and mortgage-backed securities.
The average market capitalization across the 1919 Socially Responsive Balanced I MF is 622.96B. The market cap for tickers in the group ranges from 81.58B to 2.96T. AAPL holds the highest valuation in this group at 2.96T. The lowest valued company is BSX at 81.58B.
The average weekly volume growth across all stocks in the 1919 Socially Responsive Balanced I MF was -7%. For the same stocks of the MF, the average monthly volume growth was 0% and the average quarterly volume growth was 1%
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: 50
Price Growth Rating: 33
SMR Rating: 42
Profit Risk Rating: 31
Seasonality Score: 12 (-100 ... +100)