Notable companies
The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META), Walmart (NYSE:WMT), VISA (NYSE:V), Mastercard (NYSE:MA), Netflix (NASDAQ:NFLX), McDonald's Corp (NYSE:MCD).
Industry description
The investment seeks long-term capital appreciation.
The fund typically invests in a broad range of U.S. common stocks which the fund's adviser believes have above-average prospects for appreciation based on a proprietary investment model developed by the adviser. It may invest in stocks of all market capitalization ranges based on the adviser's assessment of the relative opportunities and risks of each category. Stocks are sold when there is a significant decline in earnings momentum, a better stock is found, or a significant breakdown in relative price performance occurs.
Market Cap
The average market capitalization across the Sparrow Growth A MF is 1.36T. The market cap for tickers in the group ranges from 212.18B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is MCD at 212.18B.
Volume
The average weekly volume growth across all stocks in the Sparrow Growth A MF was 37%. For the same stocks of the MF, the average monthly volume growth was -18% and the average quarterly volume growth was -6%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 74
P/E Growth Rating: 51
Price Growth Rating: 16
SMR Rating: 29
Profit Risk Rating: 14
Seasonality Score: -1 (-100 ... +100)