SRFMX Sarofim Equity Forecast, Technical & Fundamental Analysis

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOG), VISA (NYSE:V), Unitedhealth Group (NYSE:UNH), Texas Instruments (NASDAQ:TXN), Hess Corp (NYSE:HES).

The investment seeks long-term capital appreciation consistent with the preservation of capital; current income is a secondary goal. Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities. It invests primarily in the common stock of U.S. and foreign based companies listed on U.S. exchanges, but the fund may also invest up to 25% of its net assets in foreign-based companies listed on foreign exchanges, either directly or through American Depositary Receipts ("ADRs"). It focuses on companies with market capitalizations exceeding $5 billion at the time of purchase.

The average market capitalization across the Sarofim Equity MF is 1.21T. The market cap for tickers in the group ranges from 46.88B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is HES at 46.88B.

The average weekly volume growth across all stocks in the Sarofim Equity MF was 10%. For the same stocks of the MF, the average monthly volume growth was -6% and the average quarterly volume growth was 6%