Industry description
The investment seeks to maximize total return, which consists of appreciation on its investments and a variable income stream.
The fund will invest at least 80% of its net assets in (i) securities of U.S. and non-U.S. companies, including those in emerging markets, listed on a national securities exchange, or foreign equivalent, that have a majority of their assets invested in or exposed to private companies or have as their stated intention to have a majority of their assets invested in or exposed to private companies and (ii) derivatives that otherwise have the economic characteristics of Listed Private Equity Companies.
Market Cap
The average market capitalization across the ALPS Global Opportunity Inv MF is 53.4B. The market cap for tickers in the group ranges from 20.8M to 98.71B. BX holds the highest valuation in this group at 98.71B. The lowest valued company is HGT at 20.8M.
Volume
The average weekly volume growth across all stocks in the ALPS Global Opportunity Inv MF was 38%. For the same stocks of the MF, the average monthly volume growth was 47% and the average quarterly volume growth was -25%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 52
P/E Growth Rating: 20
Price Growth Rating: 33
SMR Rating: 51
Profit Risk Rating: 23
Seasonality Score: -37 (-100 ... +100)