Notable companies
The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Broadcom Inc. (NASDAQ:AVGO), Meta Platforms (NASDAQ:META), CrowdStrike Holdings (NASDAQ:CRWD).
Industry description
The investment seeks capital growth with a secondary objective of generating income.
The adviser seeks to achieve the fund’s objectives by seeking to track the DF Risk-Managed Momentum Index that provides a formulaic methodology for allocating investments between securities of issuers who demonstrate positive free cash flow and positive momentum and short-term treasuries. The index and the fund will allocate 100% to the equity portfolio when the shorter-term exponential moving average indicator is in a bullish position.
Market Cap
The average market capitalization across the DF Tactical Momentum Fund A MF is 882.36B. The market cap for tickers in the group ranges from 6.53B to 4.54T. NVDA holds the highest valuation in this group at 4.54T. The lowest valued company is EXP at 6.53B.
Volume
The average weekly volume growth across all stocks in the DF Tactical Momentum Fund A MF was 23%. For the same stocks of the MF, the average monthly volume growth was 25% and the average quarterly volume growth was 467%
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: 61
Price Growth Rating: 50
SMR Rating: 35
Profit Risk Rating: 44
Seasonality Score: 15 (-100 ... +100)