The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Oracle Corp (NYSE:ORCL), Comcast Corp (NASDAQ:CMCSA), CVS HEALTH Corp (NYSE:CVS), Activision Blizzard (NASDAQ:ATVI), McKesson Corp (NYSE:MCK), Centene Corp (NYSE:CNC).
The investment seeks long-term capital appreciation.
Under normal market conditions, the fund primarily invests in equity securities that the Adviser believes have significantly more appreciation potential than downside risk over the long term. Equity securities in which the fund may invest include, but are not limited to, common and preferred stock of companies of all size market capitalizations, rights and warrants. It may invest up to 50% of its total assets in securities of foreign issuers listed on foreign exchanges (excluding depositary receipts), including up to 25% of its total assets in issuers in emerging markets.
The average market capitalization across the Scharf Institutional MF is 261.97B. The market cap for tickers in the group ranges from 19.01B to 2.84T. MSFT holds the highest valuation in this group at 2.84T. The lowest valued company is MKL at 19.01B.
The average weekly volume growth across all stocks in the Scharf Institutional MF was 18%. For the same stocks of the MF, the average monthly volume growth was 7% and the average quarterly volume growth was -19%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 53
P/E Growth Rating: 61
Price Growth Rating: 44
SMR Rating: 51
Profit Risk Rating: 45
Seasonality Score: 15 (-100 ... +100)