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SBRAX
Mutual Fund ticker: NASDAQ
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SBRAX price forecast, quote, news & analysis

Category: @Large Growth
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Alphabet (NASDAQ:GOOG), VISA (NYSE:V), JPMorgan Chase & Co (NYSE:JPM), Unitedhealth Group (NYSE:UNH).

Industry description

The investment seeks to achieve long-term capital appreciation. Under normal circumstances, the fund will invest at least 80% of its net assets (including amounts borrowed for investment purposes) in equity securities of companies of any size, including small- and mid-capitalization companies. It will primarily invest in common stock of companies traded on U.S. exchanges with market capitalization in excess of $1 billion.

Market Cap

The average market capitalization across the Segall Bryant & Hamill All Cap Ret MF is 725.71B. The market cap for tickers in the group ranges from 7.17B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is AZEK at 7.17B.

Volume

The average weekly volume growth across all stocks in the Segall Bryant & Hamill All Cap Ret MF was 36%. For the same stocks of the MF, the average monthly volume growth was 56% and the average quarterly volume growth was 48%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 59
P/E Growth Rating: 48
Price Growth Rating: 37
SMR Rating: 40
Profit Risk Rating: 21
Seasonality Score: 0 (-100 ... +100)
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A.I.Advisor
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A.I. Advisor
published General Information

General Information

Category LargeGrowth

Profile
Fundamentals
Details
Category
Large Growth
Address
INVESTMENT MANAGERS SERIES TRUST803 W. Michigan St.Milwaukee
Phone
1-770-350-8700
Web
http://www.lsthetafund.com/