The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Alphabet (NASDAQ:GOOGL), NVIDIA Corp (NASDAQ:NVDA), VISA (NYSE:V), Mastercard (NYSE:MA), Adobe (NASDAQ:ADBE), Schlumberger Limited (NYSE:SLB), Autodesk (NASDAQ:ADSK).
The investment seeks long-term capital appreciation.
The fund normally invests at least 80% of its assets, including borrowings for investment purposes, in common stocks and other equity securities, such as exchange-traded funds (ETFs), options, preferred stocks and securities convertible into such equity securities. It generally invests in higher quality companies that are trading at significant discounts to portfolio managers' estimates of their intrinsic value. These companies may include large, medium, and smaller-sized companies.
The average market capitalization across the Plumb Equity Investor MF is 661.84B. The market cap for tickers in the group ranges from 6.48B to 2.84T. MSFT holds the highest valuation in this group at 2.84T. The lowest valued company is ELF at 6.48B.
The average weekly volume growth across all stocks in the Plumb Equity Investor MF was 80%. For the same stocks of the MF, the average monthly volume growth was -39% and the average quarterly volume growth was -24%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 81
P/E Growth Rating: 52
Price Growth Rating: 32
SMR Rating: 36
Profit Risk Rating: 34
Seasonality Score: 6 (-100 ... +100)