Notable companies
The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Alphabet (NASDAQ:GOOGL), Eli Lilly & Co (NYSE:LLY), VISA (NYSE:V), Costco Wholesale Corp (NASDAQ:COST), Unitedhealth Group (NYSE:UNH), Advanced Micro Devices (NASDAQ:AMD), Take-Two Interactive Software (NASDAQ:TTWO).
Industry description
The investment seeks to maximize total return, consisting of capital appreciation and current income.
To achieve its investment objective, the fund invests in, or seeks exposure to, companies that are attractive based on their fundamental valuation profile in addition to evaluating specific sustainability factors. The equity securities in which the fund invests include, but are not limited to, dividend-paying securities, common stock, preferred stock, equity securities of REITS, shares of investment companies, convertible securities, warrants, and rights.
Market Cap
The average market capitalization across the Aspiration Redwood MF is 766.62B. The market cap for tickers in the group ranges from 25.33B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is TTWO at 25.33B.
Volume
The average weekly volume growth across all stocks in the Aspiration Redwood MF was 52%. For the same stocks of the MF, the average monthly volume growth was 33% and the average quarterly volume growth was 70%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 75
P/E Growth Rating: 53
Price Growth Rating: 38
SMR Rating: 48
Profit Risk Rating: 18
Seasonality Score: -69 (-100 ... +100)