Notable companies
The most notable companies in this group are Mastercard (NYSE:MA), Schlumberger Limited (NYSE:SLB), Pioneer Natural Resource Co (null:PXD).
Industry description
The investment seeks long-term capital appreciation.
The fund invests at least 80% of its net assets, including the amount of any borrowings for investment purposes, in equity securities (which include common stocks, preferred stocks and securities convertible into common stocks). It may invest in the securities of companies of any size, regardless of market capitalization. The fund may also invest in exchange-traded funds ("ETFs") if the Adviser believes it is advisable to expose the fund to the broad market or to broad market sectors or to hedge against market risk without purchasing a large number of individual securities. The fund is non-diversified.
Market Cap
The average market capitalization across the Schwartz Value Focused MF is 89.31B. The market cap for tickers in the group ranges from 3.38B to 634.15B. BRK.A holds the highest valuation in this group at 634.15B. The lowest valued company is JOE at 3.38B.
Volume
The average weekly volume growth across all stocks in the Schwartz Value Focused MF was -11%. For the same stocks of the MF, the average monthly volume growth was 56% and the average quarterly volume growth was 31%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 84
P/E Growth Rating: 55
Price Growth Rating: 33
SMR Rating: 50
Profit Risk Rating: 27
Seasonality Score: -45 (-100 ... +100)