Notable companies
The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Comcast Corp (NASDAQ:CMCSA), McKesson Corp (NYSE:MCK), Centene Corp (NYSE:CNC).
Industry description
The investment seeks long-term capital appreciation and income.
The fund invests in a mix of equity securities and fixed-income securities. Under normal market conditions, it allocates between 50% and 75% of its total assets to equity securities. Under normal market conditions, the fund allocates between 25% and 50% of its total assets to fixed-income securities.
Market Cap
The average market capitalization across the Scharf Multi-Asset Opportunity Instl MF is 460.02B. The market cap for tickers in the group ranges from 19.78B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is MKL at 19.78B.
Volume
The average weekly volume growth across all stocks in the Scharf Multi-Asset Opportunity Instl MF was -7%. For the same stocks of the MF, the average monthly volume growth was -12% 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: 63
P/E Growth Rating: 47
Price Growth Rating: 49
SMR Rating: 71
Profit Risk Rating: 48
Seasonality Score: 22 (-100 ... +100)