The most notable companies in this group are Apple (NASDAQ:AAPL), Microsoft Corp (NASDAQ:MSFT), Alphabet (NASDAQ:GOOGL), Amazon.com (NASDAQ:AMZN), NVIDIA Corp (NASDAQ:NVDA), Unitedhealth Group (NASDAQ:UNH), Broadcom (NASDAQ:AVGO), Salesforce (NASDAQ:CRM).
The investment seeks long-term capital growth consistent with preservation of principal and seeks to provide shareholders with regular income.
The fund invests between 35% and 65% of its assets in common stocks and between 35% and 65% in fixed-income securities. The equity portion of the fund's portfolio is invested primarily in the common stocks of U.S. growth companies with a capitalization of $5 billion or more. The fixed-income portion of the fund's portfolio is invested primarily in a diversified portfolio of debt securities. The adviser seeks to maintain an average effective duration for the fixed-income portion of the fund's portfolio of 3 to 7 years.
The average market capitalization across the Sit Balanced MF is 1.03T. The market cap for tickers in the group ranges from 218.85B to 2.96T. AAPL holds the highest valuation in this group at 2.96T. The lowest valued company is CRM at 218.85B.
The average weekly volume growth across all stocks in the Sit Balanced MF was -2%. For the same stocks of the MF, the average monthly volume growth was 4% and the average quarterly volume growth was -3%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 72
P/E Growth Rating: 43
Price Growth Rating: 25
SMR Rating: 37
Profit Risk Rating: 15
Seasonality Score: 9 (-100 ... +100)