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 160.75B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is RTX at 160.75B.
Volume
The average weekly volume growth across all stocks in the Port Street Quality Growth Institutional MF was -29%. For the same stocks of the MF, the average monthly volume growth was 47% and the average quarterly volume growth was 82%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 56
P/E Growth Rating: 80
Price Growth Rating: 44
SMR Rating: 49
Profit Risk Rating: 48
Seasonality Score: 8 (-100 ... +100)