Notable companies
The most notable companies in this group are Alphabet (NASDAQ:GOOG), VISA (NYSE:V), Unitedhealth Group (NYSE:UNH), Accenture PLC (NYSE:ACN), Honeywell International (NASDAQ:HON), Medtronic plc (NYSE:MDT), TJX Companies (NYSE:TJX), Analog Devices (NASDAQ:ADI), Boston Scientific Corp (NYSE:BSX), Norfolk Southern Corp (NYSE:NSC).
Industry description
The investment seeks long-term growth of capital.
The fund is in an actively managed exchange-traded fund (“ETF”). Under normal circumstances, the fund seeks to achieve its investment objective by investing primarily in exchange-traded equity securities of large and mid-sized U.S. companies with market capitalizations of at least $5 billion. The fund is roughly equally-weighted with 50-75 stocks typically held in the portfolio. The fund may invest up to 20% of net assets in non-U.S. companies. The fund is non-diversified.
Market Cap
The average market capitalization across the Running Oak Efficient Growth ETF ETF is 100.97B. The market cap for tickers in the group ranges from 4.92B to 1.94T. GOOG holds the highest valuation in this group at 1.94T. The lowest valued company is FELE at 4.92B.
High and low price notable news
The average weekly price growth across all stocks in the Running Oak Efficient Growth ETF ETF was -3%. For the same ETF, the average monthly price growth was 0%, and the average quarterly price growth was 11%. HON experienced the highest price growth at 5%, while LDOS experienced the biggest fall at -19%.
Volume
The average weekly volume growth across all stocks in the Running Oak Efficient Growth ETF ETF was 16%. For the same stocks of the ETF, the average monthly volume growth was 48% and the average quarterly volume growth was 25%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 62
P/E Growth Rating: 53
Price Growth Rating: 40
SMR Rating: 48
Profit Risk Rating: 22
Seasonality Score: 20 (-100 ... +100)