Notable companies
The most notable companies in this group are Apple (NASDAQ:AAPL), Morgan Stanley (NYSE:MS), KLA Corporation (NASDAQ:KLAC), Marvell Technology (NASDAQ:MRVL), Charles Schwab Corp (The) (NYSE:SCHW).
Industry description
The investment seeks capital appreciation.
Under normal circumstances, the fund invests at least 80% of the value of its net assets (plus borrowings for investment purposes) in equity securities of domestic companies. The fund invests primarily in domestic companies that the adviser believes have exhibited an above-average rate of earnings growth over the past few years and that have prospects for above-average, sustainable growth in the future. The fund is non-diversified.
Market Cap
The average market capitalization across the Oak Harvest Long/Shrt Hdg Eq Inst MF is 671.76B. The market cap for tickers in the group ranges from 9.92B to 4.95T. AAPL holds the highest valuation in this group at 4.95T. The lowest valued company is CGNX at 9.92B.
Volume
The average weekly volume growth across all stocks in the Oak Harvest Long/Shrt Hdg Eq Inst MF was 36%. For the same stocks of the MF, the average monthly volume growth was 27% and the average quarterly volume growth was -26%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 77
P/E Growth Rating: 42
Price Growth Rating: 40
SMR Rating: 35
Profit Risk Rating: 38
Seasonality Score: -30 (-100 ... +100)