Notable companies
The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOG), VISA (NYSE:V), Adobe (NASDAQ:ADBE), Walt Disney Company (The) (NYSE:DIS), American Tower Corp (NYSE:AMT).
Industry description
The investment seeks superior long-term growth of capital.
The fund invests in equity securities that the adviser believes have strong growth characteristics and are undervalued in the marketplace. It invests primarily (at least 65% of its net assets) in equity securities, principally common and preferred stocks, of U.S. companies. The adviser tends to invest more significantly in equity securities of companies with larger market capitalizations, but may also invest in equity securities of mid and small market capitalization companies. The fund maintains a portfolio of approximately 30-50 stocks.
Market Cap
The average market capitalization across the Mar Vista Strategic Growth Retirement MF is 1.1T. The market cap for tickers in the group ranges from 6.28B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is GXO at 6.28B.
Volume
The average weekly volume growth across all stocks in the Mar Vista Strategic Growth Retirement MF was 80%. For the same stocks of the MF, the average monthly volume growth was 115% and the average quarterly volume growth was 84%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 72
P/E Growth Rating: 68
Price Growth Rating: 42
SMR Rating: 37
Profit Risk Rating: 44
Seasonality Score: 9 (-100 ... +100)