Notable companies
The most notable companies in this group are Home Depot (NYSE:HD), United Airlines Holdings (NASDAQ:UAL).
Industry description
The investment seeks long-term capital appreciation independent of the U.S. equity market.
Under normal market conditions, the fund invests at least 80% of its assets in equity securities. The manager implements its market neutral strategy by establishing long and short positions in a diversified portfolio of equity securities, subject to the limitations of the fund’s values-based screening policies on long positions. It may invest a portion of its assets in small- and mid‑cap companies. The fund may also invest in other investment companies and real estate investment trusts.
Market Cap
The average market capitalization across the Steward Equity Market Neutral I MF is 65.61B. The market cap for tickers in the group ranges from 1.99B to 380.15B. HD holds the highest valuation in this group at 380.15B. The lowest valued company is RKT at 1.99B.
Volume
The average weekly volume growth across all stocks in the Steward Equity Market Neutral I MF was 22%. For the same stocks of the MF, the average monthly volume growth was 19% and the average quarterly volume growth was 75%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 85
P/E Growth Rating: 64
Price Growth Rating: 46
SMR Rating: 48
Profit Risk Rating: 63
Seasonality Score: -57 (-100 ... +100)