Notable companies
The most notable companies in this group are Caterpillar (NYSE:CAT), ConocoPhillips (NYSE:COP), Deere & Company (NYSE:DE), Schlumberger Limited (NYSE:SLB), DR Horton (NYSE:DHI).
Industry description
The investment seeks capital appreciation.
To achieve the fund’s investment objective, the Sub-Adviser employs a long/short strategy and allocates the fund’s assets by primarily investing in equity securities and exchange-traded funds (ETFs), while also investing in fixed-income securities and other investment companies in proportions consistent with the Sub-Adviser’s evaluation of their expected risks and returns. The fund's equity securities investments may include common and preferred stocks of United States companies of any size.
Market Cap
The average market capitalization across the Cromwell Long Short Institutional MF is 115.67B. The market cap for tickers in the group ranges from 53.71B to 181.64B. CAT holds the highest valuation in this group at 181.64B. The lowest valued company is DHI at 53.71B.
Volume
The average weekly volume growth across all stocks in the Cromwell Long Short Institutional MF was 197%. For the same stocks of the MF, the average monthly volume growth was -38% 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: 70
P/E Growth Rating: 44
Price Growth Rating: 49
SMR Rating: 41
Profit Risk Rating: 30
Seasonality Score: 48 (-100 ... +100)