Notable companies
The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Oracle Corp (NYSE:ORCL).
Industry description
The investment seeks long-term appreciation and capital preservation.
The fund invests in a mix of equity and debt securities. It normally invests 60 to 70% of its assets in a mix of US and foreign equity securities,and 30 to 40% in investment-grade fixed-income securities (those rated BBB or higher,including government and convertible bonds) including money market instruments and cash.
Market Cap
The average market capitalization across the Saturna Core MF is 1.05T. The market cap for tickers in the group ranges from 136.66B to 3.87T. MSFT holds the highest valuation in this group at 3.87T. The lowest valued company is ETN at 136.66B.
Volume
The average weekly volume growth across all stocks in the Saturna Core MF was 14%. For the same stocks of the MF, the average monthly volume growth was 59% and the average quarterly volume growth was 36%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 49
P/E Growth Rating: 58
Price Growth Rating: 43
SMR Rating: 39
Profit Risk Rating: 30
Seasonality Score: -44 (-100 ... +100)