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 40% of its assets in equity securities of U.S. companies, 20% in foreign equity securities, and 40% in investment-grade fixed income securities (those rated BBB or higher, including government and convertible bonds) including money market instruments and cash. The fund follows a value investing approach and principally invests in income-producing securities of companies with market capitalizations greater than $5 billion.
Market Cap
The average market capitalization across the Sextant Core MF is 887.42B. The market cap for tickers in the group ranges from 124.78B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is ETN at 124.78B.
Volume
The average weekly volume growth across all stocks in the Sextant Core MF was -4%. For the same stocks of the MF, the average monthly volume growth was 76% and the average quarterly volume growth was 25%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 62
P/E Growth Rating: 47
Price Growth Rating: 39
SMR Rating: 36
Profit Risk Rating: 8
Seasonality Score: -37 (-100 ... +100)