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PSQGX
Mutual Fund ticker: NASDAQ
AS OF
Dec 23 closing price
Price
$17.99
Change
+$0.04 (+0.22%)
Net Assets
204.37M

PSQGX price forecast, quote, news & analysis

A.I.Advisor
published price charts
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Alphabet (NASDAQ:GOOGL), Adobe (NASDAQ:ADBE), Walt Disney Company (The) (NYSE:DIS).

Industry description

The investment seeks total return. Under normal market conditions, the fund invests primarily in equity securities, including common stocks. Although it invests in equity securities issued by companies of any capitalization, the advisor focuses a greater portion of its investments in larger-capitalization ("larger cap") companies, many of which generate income through dividend distributions as well as providing capital appreciation opportunities.

Market Cap

The average market capitalization across the Port Street Quality Growth Institutional MF is 1.14T. The market cap for tickers in the group ranges from 155.24B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is RTX at 155.24B.

Volume

The average weekly volume growth across all stocks in the Port Street Quality Growth Institutional MF was 145%. For the same stocks of the MF, the average monthly volume growth was 220% and the average quarterly volume growth was 35%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 55
P/E Growth Rating: 74
Price Growth Rating: 45
SMR Rating: 48
Profit Risk Rating: 50
Seasonality Score: -10 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category ModerateAllocation

Profile
Fundamentals
Details
Category
Moderate Allocation
Address
Managed Portfolio Series(Port Street)24 Corporate Plaza, Suite 150Newport Beach
Phone
(414) 287-3700
Web
www.portstreetinvest.com