Notable companies
The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META), Broadcom Inc. (NASDAQ:AVGO), VISA (NYSE:V), Adobe (NASDAQ:ADBE), Lam Research Corp (NASDAQ:LRCX).
Industry description
The investment seeks a combination of high current income and capital appreciation.
The fund invests primarily in common stock and convertible securities of large and mid capitalization domestic companies. Its investment adviser defines large capitalization domestic companies as those companies with market capitalizations in excess of $12 billion and mid capitalization domestic companies as those companies with market capitalizations in the range of $2 billion to $12 billion.
Market Cap
The average market capitalization across the Payson Total Return MF is 1.19T. The market cap for tickers in the group ranges from 30.44B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is CDW at 30.44B.
Volume
The average weekly volume growth across all stocks in the Payson Total Return MF was 1%. For the same stocks of the MF, the average monthly volume growth was 30% and the average quarterly volume growth was -17%
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: 52
Price Growth Rating: 47
SMR Rating: 31
Profit Risk Rating: 18
Seasonality Score: -46 (-100 ... +100)