Notable companies
The most notable companies in this group are Advanced Micro Devices (NASDAQ:AMD), Suncor Energy (NYSE:SU), Diamondback Energy (NASDAQ:FANG), Pultegroup (NYSE:PHM).
Industry description
The investment seeks conservation of capital, current income and long-term growth of capital and income.
The fund uses a balanced approach to invest in a broad range of securities, including common stocks and investment-grade bonds. Normally, it will target a 60% allocation towards U.S. equity securities and a 40% allocation towards fixed income securities, including, but not limited to, investment-grade corporate debt, U.S. agency securities, and U.S. mortgage-related and other asset-backed securities and related derivatives. The fund may also invest in securities of foreign issuers.
Market Cap
The average market capitalization across the X-Square Balanced Fund, LLC Instl MF is 83.14B. The market cap for tickers in the group ranges from 25.45B to 224.52B. AMD holds the highest valuation in this group at 224.52B. The lowest valued company is PHM at 25.45B.
Volume
The average weekly volume growth across all stocks in the X-Square Balanced Fund, LLC Instl MF was -16%. For the same stocks of the MF, the average monthly volume growth was -17% and the average quarterly volume growth was -39%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 50
P/E Growth Rating: 54
Price Growth Rating: 54
SMR Rating: 58
Profit Risk Rating: 29
Seasonality Score: 31 (-100 ... +100)