Notable companies
The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Apple (NASDAQ:AAPL), Advanced Micro Devices (NASDAQ:AMD), JPMorgan Chase & Co (NYSE:JPM), ABBVIE (NYSE:ABBV), QUALCOMM (NASDAQ:QCOM).
Industry description
The investment seeks long-term capital appreciation.
The adviser expects to invest approximately 80 - 100% of its net assets in net long positions in securities that it deems to be underpriced. Target position sizes will range from 0% to 5% of the fund's net assets, for individual stocks and up to 25% for macroeconomic themes. The fund may invest in fixed income securities that are investment grade as well as those that are below investment grade. The advisor may also devote a substantial amount of the fund's capital to cash, cash equivalents or short-term obligations of the U.S. government, its agencies and instrumentalities.
Market Cap
The average market capitalization across the North Star Opportunity I MF is 1.39T. The market cap for tickers in the group ranges from 160.34M to 5.43T. NVDA holds the highest valuation in this group at 5.43T. The lowest valued company is ACU at 160.34M.
Volume
The average weekly volume growth across all stocks in the North Star Opportunity I MF was -8%. For the same stocks of the MF, the average monthly volume growth was 4% and the average quarterly volume growth was 15%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 56
P/E Growth Rating: 44
Price Growth Rating: 37
SMR Rating: 34
Profit Risk Rating: 37
Seasonality Score: 52 (-100 ... +100)