Notable companies
The most notable companies in this group are JPMorgan Chase & Co (NYSE:JPM), Oracle Corp (NYSE:ORCL), American Express Company (NYSE:AXP), Elevance Health (NYSE:ELV).
Industry description
The investment seeks long-term capital growth.
The fund seeks to achieve its investment objective by investing primarily in the equity securities (common stocks, preferred stocks and convertible securities) of U.S. companies. Investments will be made based on their potential for capital growth without limitation on issuer capitalization.
Market Cap
The average market capitalization across the FPA Queens Road Value MF is 180.47B. The market cap for tickers in the group ranges from 43.57B to 634.15B. BRK.A holds the highest valuation in this group at 634.15B. The lowest valued company is AMP at 43.57B.
Volume
The average weekly volume growth across all stocks in the FPA Queens Road Value MF was 34%. For the same stocks of the MF, the average monthly volume growth was 230% and the average quarterly volume growth was 145%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 70
P/E Growth Rating: 42
Price Growth Rating: 21
SMR Rating: 44
Profit Risk Rating: 9
Seasonality Score: -32 (-100 ... +100)