Notable companies
The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Meta Platforms (NASDAQ:META), Walt Disney Company (The) (NYSE:DIS), Caterpillar (NYSE:CAT), Applied Materials (NASDAQ:AMAT), Dell Technologies (NYSE:DELL), United Rentals (NYSE:URI), Nucor Corp (NYSE:NUE), NRG Energy (NYSE:NRG).
Industry description
The investment seeks to provide capital gains.
The fund invests primarily in common stocks of companies that are selected using the investment advisor’s alpha trends factor strategy. The manager defines foreign companies as those (i) organized outside the U.S., or (ii) that derive a majority of revenue or profits outside the U.S., or (iii) that have a majority of their assets or employees outside the U.S. Alpha is an investment industry term referring to the performance of a portfolio or asset class relative to its benchmark or index. It is non-diversified.
Market Cap
The average market capitalization across the AmericaFirst Alpha Trends Factor Class U MF is 518.29B. The market cap for tickers in the group ranges from 14.54B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is NRG at 14.54B.
Volume
The average weekly volume growth across all stocks in the AmericaFirst Alpha Trends Factor Class U MF was 114%. For the same stocks of the MF, the average monthly volume growth was 8% and the average quarterly volume growth was 127%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 54
P/E Growth Rating: 52
Price Growth Rating: 42
SMR Rating: 46
Profit Risk Rating: 32
Seasonality Score: 5 (-100 ... +100)