Industry description
The investment seeks long-term capital appreciation.
The fund pursues its investment objective using three principal strategies: an Equity Strategy, a Futures Strategy and a Fixed Income Strategy. Under normal market conditions, the fund’s assets are allocated among the three strategies according to the fund’s asset allocation model which, consistent with the fund’s benchmark, the Morningstar Moderate Target Risk Index, targets exposures generally equivalent to 60% stocks/40% bonds although exposures may vary at the Adviser’s discretion.
Market Cap
The average market capitalization across the Longboard I MF is 29.75B. The market cap for tickers in the group ranges from 7.73B to 100.63B. MMC holds the highest valuation in this group at 100.63B. The lowest valued company is BRBR at 7.73B.
Volume
The average weekly volume growth across all stocks in the Longboard I MF was 6%. For the same stocks of the MF, the average monthly volume growth was -8% and the average quarterly volume growth was 11%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 68
P/E Growth Rating: 59
Price Growth Rating: 43
SMR Rating: 40
Profit Risk Rating: 10
Seasonality Score: -25 (-100 ... +100)