Notable companies
The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Amazon.com (NASDAQ:AMZN), JPMorgan Chase & Co (NYSE:JPM), Tesla (NASDAQ:TSLA), Goldman Sachs Group (NYSE:GS), FedEx Corp (NYSE:FDX), Five Below (NASDAQ:FIVE).
Industry description
The investment seeks long-term capital appreciation; income is a secondary objective.
The fund is eligible to invest in the securities of companies with small, medium or large capitalization. In other words, it is open to research within a large universe of public companies so that it may find stocks with the exceptional traits that the fund desires. Whenever the adviser finds such an investment then the adviser may purchase its stock, convertible securities or bonds with up to 25% of the fund's total assets. The fund is non-diversified.
Market Cap
The average market capitalization across the Matthew 25 MF is 798.82B. The market cap for tickers in the group ranges from 3.68B to 3.37T. NVDA holds the highest valuation in this group at 3.37T. The lowest valued company is PK at 3.68B.
Volume
The average weekly volume growth across all stocks in the Matthew 25 MF was 12%. For the same stocks of the MF, the average monthly volume growth was -26% and the average quarterly volume growth was 2%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 76
P/E Growth Rating: 57
Price Growth Rating: 35
SMR Rating: 38
Profit Risk Rating: 34
Seasonality Score: 28 (-100 ... +100)