Notable companies
The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META), Taiwan Semiconductor Manufacturing Company Ltd (NYSE:TSM), VISA (NYSE:V), Unitedhealth Group (NYSE:UNH), PayPal Holdings (NASDAQ:PYPL), Tractor Supply Co (NASDAQ:TSCO).
Industry description
The investment seeks long-term capital appreciation through investments primarily in securities of large-cap companies.
The fund invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in equity securities of large capitalization companies that the sub-adviser believes have above-average growth prospects. It invests primarily in common stocks. The adviser considers companies with market capitalizations in excess of $5 billion to be large capitalization companies. The fund is non-diversified.
Market Cap
The average market capitalization across the Wedgewood Retail MF is 1.1T. The market cap for tickers in the group ranges from 27.87B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is TSCO at 27.87B.
Volume
The average weekly volume growth across all stocks in the Wedgewood Retail MF was 12%. For the same stocks of the MF, the average monthly volume growth was 5% 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: 68
P/E Growth Rating: 41
Price Growth Rating: 37
SMR Rating: 31
Profit Risk Rating: 21
Seasonality Score: 21 (-100 ... +100)