Notable companies
The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOG), VISA (NYSE:V), Adobe (NASDAQ:ADBE), Boston Scientific Corp (NYSE:BSX), Target Corp (NYSE:TGT).
Industry description
The investment seeks long-term total returns.
The fund invests primarily in common stocks of quality growth companies that Osterweis Capital Management, Inc. (the “Adviser”) believes offer superior investment value and opportunity for growth. It may invest in companies of any size - large, medium and small. The Adviser focuses on companies that the adviser believes to be undervalued or otherwise out-of-favor in the market, but that have sustainable competitive advantages.
Market Cap
The average market capitalization across the Osterweis MF is 865.6B. The market cap for tickers in the group ranges from 40.11B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is SYY at 40.11B.
Volume
The average weekly volume growth across all stocks in the Osterweis MF was 44%. For the same stocks of the MF, the average monthly volume growth was 84% and the average quarterly volume growth was -40%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 67
P/E Growth Rating: 61
Price Growth Rating: 36
SMR Rating: 34
Profit Risk Rating: 36
Seasonality Score: 18 (-100 ... +100)