PBFDX Payson Total Return Forecast, Technical & Fundamental Analysis

The most notable companies in this group are Apple (NASDAQ:AAPL), Alphabet (NASDAQ:GOOGL), Microsoft Corp (NASDAQ:MSFT), Broadcom Inc. (NASDAQ:AVGO), Meta Platforms (NASDAQ:META), VISA (NYSE:V), Lam Research Corp (NASDAQ:LRCX), Adobe (NASDAQ:ADBE).

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. The fund is non-diversified.

The average market capitalization across the Payson Total Return MF is 1.86T. The market cap for tickers in the group ranges from 18.88B to 4.54T. AAPL holds the highest valuation in this group at 4.54T. The lowest valued company is CDW at 18.88B.

The average weekly volume growth across all stocks in the Payson Total Return MF was 105%. For the same stocks of the MF, the average monthly volume growth was 35% and the average quarterly volume growth was -33%