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MEFOX
Mutual Fund ticker: NASDAQ
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MEFOX price forecast, quote, news & analysis

Category: @Large Blend
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOG), Broadcom Inc. (NASDAQ:AVGO), Applied Materials (NASDAQ:AMAT), Lowe's Companies (NYSE:LOW), United Rentals (NYSE:URI).

Industry description

The investment seeks long-term growth of capital. Under normal circumstances, the fund invests in the common stocks of companies that exhibit the potential for significant growth over at least a three-year period. It normally invests in a focused portfolio of securities of no more than 45 issuers, including U.S. common stocks or securities convertible into common stock. The fund may invest in foreign securities or investment vehicles that provide exposure to foreign securities, such as exchange-traded funds ("ETFs") and issuer-sponsored American Depository Receipts ("ADRs"). It is non-diversified.

Market Cap

The average market capitalization across the Meehan Focus MF is 1.23T. The market cap for tickers in the group ranges from 47.7B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is URI at 47.7B.

Volume

The average weekly volume growth across all stocks in the Meehan Focus MF was 77%. For the same stocks of the MF, the average monthly volume growth was 103% and the average quarterly volume growth was 67%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 67
P/E Growth Rating: 53
Price Growth Rating: 46
SMR Rating: 39
Profit Risk Rating: 13
Seasonality Score: 24 (-100 ... +100)
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A.I.Advisor
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A.I. Advisor
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General Information

Category LargeBlend

Profile
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Category
Large Blend
Address
Ultimus Managers Trust225 Pictoria Drive, Suite 450Cincinnati
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