Notable companies
The most notable companies in this group are Apple (NASDAQ:AAPL), Alphabet (NASDAQ:GOOGL), Microsoft Corp (NASDAQ:MSFT), Amazon.com (NASDAQ:AMZN), Broadcom Inc. (NASDAQ:AVGO), Meta Platforms (NASDAQ:META).
Industry description
The investment seeks to generate capital appreciation while focusing on managing downside risk.
Utilizing a quantitative and tactical approach, the fund implements an investment strategy that seeks to hold a diversified portfolio of securities, ETFs, open-end investment companies and/or closed-end investment companies, including tender offer and interval funds within any of the following asset classes when, in the view of the Adviser, various risk measurements show the potential to produce positive returns: domestic and international small-cap equities; growth and income equities; preferred securities; convertible bonds; high yield bonds and leveraged loans.
Market Cap
The average market capitalization across the Redwood Systematic Macro Trnd (SMarT) N MF is 3.19T. The market cap for tickers in the group ranges from 1.51T to 4.57T. AAPL holds the highest valuation in this group at 4.57T. The lowest valued company is META at 1.51T.
Volume
The average weekly volume growth across all stocks in the Redwood Systematic Macro Trnd (SMarT) N MF was -53%. For the same stocks of the MF, the average monthly volume growth was -10% and the average quarterly volume growth was -77%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 57
P/E Growth Rating: 73
Price Growth Rating: 43
SMR Rating: 25
Profit Risk Rating: 32
Seasonality Score: -36 (-100 ... +100)