Notable companies
The most notable companies in this group are Marvell Technology (NASDAQ:MRVL), IQVIA Holdings (NYSE:IQV), Diamondback Energy (NASDAQ:FANG), MongoDB (NASDAQ:MDB).
Industry description
The investment seeks long-term capital appreciation.
The Portfolio will normally invest at least 80% of its total assets in equity securities of companies whose stock market capitalizations fall within the range of the capitalizations in the Russell Midcap® Index at the time of purchase. Equity securities include common stocks, preferred stocks, securities convertible into common stocks and warrants. It invests in securities of companies that are believed by the Adviser to be undervalued, thereby offering above-average potential for capital appreciation.
Market Cap
The average market capitalization across the Saratoga Mid Capitalization C MF is 37.4B. The market cap for tickers in the group ranges from 1.57B to 107.95B. MRVL holds the highest valuation in this group at 107.95B. The lowest valued company is CSTM at 1.57B.
Volume
The average weekly volume growth across all stocks in the Saratoga Mid Capitalization C MF was 3%. For the same stocks of the MF, the average monthly volume growth was -24% and the average quarterly volume growth was 20%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 67
P/E Growth Rating: 62
Price Growth Rating: 51
SMR Rating: 62
Profit Risk Rating: 43
Seasonality Score: 34 (-100 ... +100)