The most notable companies in this group are Apple (NASDAQ:AAPL), Microsoft Corp (NASDAQ:MSFT), Alphabet (NASDAQ:GOOG), Alphabet (NASDAQ:GOOGL), Amazon.com (NASDAQ:AMZN), NVIDIA Corp (NASDAQ:NVDA), Tesla (NASDAQ:TSLA), Exxon Mobil Corp (NYSE:XOM), Johnson & Johnson (NYSE:JNJ).
The investment seeks long-term capital appreciation.
In pursuing its investment objective, the Adviser utilizes three strategies: (i) selecting individual equity securities, (ii) hedging that seeks to mitigate the downside risk of equities during unfavorable markets, and (iii) seeking to minimize shareholders' tax liability in connection with the fund's distribution of realized capital gains. Under normal market conditions, the fund pursues its investment objective by investing at least 70% of its net assets in U.S. exchange listed common stock, preferred stock and depositary receipts ("Equity Instruments").
The average market capitalization across the Persimmon Long/Short I MF is 1.24T. The market cap for tickers in the group ranges from 386.49B to 2.73T. AAPL holds the highest valuation in this group at 2.73T. The lowest valued company is JNJ at 386.49B.
The average weekly volume growth across all stocks in the Persimmon Long/Short I MF was -33%. For the same stocks of the MF, the average monthly volume growth was -21% and the average quarterly volume growth was -3%
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: 40
Price Growth Rating: 39
SMR Rating: 39
Profit Risk Rating: 23
Seasonality Score: -31 (-100 ... +100)