Notable companies
The most notable companies in this group are Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOG), Meta Platforms (NASDAQ:META), VISA (NYSE:V), Amgen (NASDAQ:AMGN), Charles Schwab Corp (The) (NYSE:SCHW), KLA Corp (NASDAQ:KLAC), McKesson Corp (NYSE:MCK).
Industry description
The investment seeks long-term capital growth.
The fund invests primarily in common stocks of U.S. companies that the Adviser believes have above-average growth potential at attractive prices. It invests primarily in common stocks of U.S. companies, but may, to a lesser extent, invest in equity REITs, common stocks of foreign companies and American Depositary Receipts ("ADRs") that meet the investment criteria of the fund. The fund will invest at least 80% of its net assets, under normal circumstances, in equity securities.
Market Cap
The average market capitalization across the Pin Oak Equity MF is 623.19B. The market cap for tickers in the group ranges from 9.78B to 2.01T. AMZN holds the highest valuation in this group at 2.01T. The lowest valued company is AIZ at 9.78B.
Volume
The average weekly volume growth across all stocks in the Pin Oak Equity MF was 137%. For the same stocks of the MF, the average monthly volume growth was 121% and the average quarterly volume growth was 128%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 57
P/E Growth Rating: 53
Price Growth Rating: 38
SMR Rating: 41
Profit Risk Rating: 22
Seasonality Score: -56 (-100 ... +100)