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).
The investment seeks a high total return through capital appreciation while attempting to preserve principal, and secondarily seeks current income.
The fund invests in a diversified portfolio of common stocks and fixed income securities. More than 50% of its assets are normally invested in common stocks. The fund invests in many types of stocks, including a blend of large company stocks, small company stocks, growth stocks, and value stocks. It also normally invests at least 25% of the fund's assets in fixed income senior securities.
The average market capitalization across the Plumb Balanced Institutional MF is 621.83B. The market cap for tickers in the group ranges from 7.47B to 2.84T. MSFT holds the highest valuation in this group at 2.84T. The lowest valued company is WEX at 7.47B.
The average weekly volume growth across all stocks in the Plumb Balanced Institutional MF was 15%. For the same stocks of the MF, the average monthly volume growth was -20% and the average quarterly volume growth was -11%
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: 53
Price Growth Rating: 37
SMR Rating: 32
Profit Risk Rating: 34
Seasonality Score: 15 (-100 ... +100)