Notable companies
The most notable companies in this group are VISA (NYSE:V), JPMorgan Chase & Co (NYSE:JPM), Mastercard (NYSE:MA), Bank of America Corp (NYSE:BAC), Wells Fargo & Co (NYSE:WFC), CME Group (NASDAQ:CME).
Industry description
The investment seeks long-term growth of capital.
The fund will normally invest at least 80% of its total assets in U.S. and foreign equity securities issued by financial services companies, regardless of their stock market value (or "market capitalization"). Equity securities include common stocks, securities convertible into common stocks, preferred stocks and warrants. Up to 20% of the Portfolio's total assets may be invested in U.S. and foreign securities outside of financial companies.
Market Cap
The average market capitalization across the Saratoga Financial Services I MF is 263.49B. The market cap for tickers in the group ranges from 43.57B to 632.33B. BRK.B holds the highest valuation in this group at 632.33B. The lowest valued company is AMP at 43.57B.
Volume
The average weekly volume growth across all stocks in the Saratoga Financial Services I MF was -6%. For the same stocks of the MF, the average monthly volume growth was 45% and the average quarterly volume growth was 26%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 81
P/E Growth Rating: 56
Price Growth Rating: 33
SMR Rating: 42
Profit Risk Rating: 24
Seasonality Score: -8 (-100 ... +100)