The most notable companies in this group are Alphabet (NASDAQ:GOOG), Amazon.com (NASDAQ:AMZN), Lowe's Companies (NYSE:LOW), TJX Companies (NYSE:TJX).
The investment seeks long-term capital appreciation.
The fund seeks to achieve its investment objective by investing in the common stock of established, high-quality companies selected via bottom-up fundamental analysis. Under normal market conditions, it will maintain at least 80% of its net assets (including borrowings for investment purposes) in such securities. The fund may also invest up to 35% of its assets in foreign securities (including American Depositary Receipts and emerging market securities). To the extent invested in common stocks, the fund generally invests in only 25-40 companies at any given time.
The average market capitalization across the Madison Investors I MF is 246.08B. The market cap for tickers in the group ranges from 32.47B to 1.73T. GOOG holds the highest valuation in this group at 1.73T. The lowest valued company is ACGL at 32.47B.
The average weekly volume growth across all stocks in the Madison Investors I MF was 41%. For the same stocks of the MF, the average monthly volume growth was 20% and the average quarterly volume growth was 10%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 58
P/E Growth Rating: 49
Price Growth Rating: 41
SMR Rating: 56
Profit Risk Rating: 33
Seasonality Score: 25 (-100 ... +100)