The most notable companies in this group are Walmart (NASDAQ:WMT), Costco Wholesale Corp (NASDAQ:COST), TJX Companies (NASDAQ:TJX), Suncor Energy (NASDAQ:SU), Diamondback Energy (NASDAQ:FANG).
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.
The average market capitalization across the X-Square Balanced Fund, LLC C MF is 233.66B. The market cap for tickers in the group ranges from 27.57B to 426.99B. WMT holds the highest valuation in this group at 426.99B. The lowest valued company is FANG at 27.57B.
The average weekly volume growth across all stocks in the X-Square Balanced Fund, LLC C MF was 10%. For the same stocks of the MF, the average monthly volume growth was 36% and the average quarterly volume growth was 7%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 52
P/E Growth Rating: 55
Price Growth Rating: 39
SMR Rating: 39
Profit Risk Rating: 36
Seasonality Score: 26 (-100 ... +100)