Notable companies
The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOG), Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META), Adobe (NASDAQ:ADBE), Accenture PLC (NYSE:ACN), Intuit (NASDAQ:INTU), Intuitive Surgical (NASDAQ:ISRG).
Industry description
The investment seeks long term capital appreciation.
The central premise of the fund's investment style is "growth at a reasonable price" or "GARP." The fund usually invests in a diversified portfolio of common stocks from small, medium and large capitalization companies. It invests primarily in common stocks. While it is anticipated that the fund will invest across a range of industries, certain sectors are likely to be overweighted compared to others because the Adviser seeks best investment opportunities regardless of sector.
Market Cap
The average market capitalization across the The Investment House Growth MF is 1.32T. The market cap for tickers in the group ranges from 141.46B to 2.78T. NVDA holds the highest valuation in this group at 2.78T. The lowest valued company is ISRG at 141.46B.
Volume
The average weekly volume growth across all stocks in the The Investment House Growth MF was -22%. For the same stocks of the MF, the average monthly volume growth was 7% 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: 73
P/E Growth Rating: 70
Price Growth Rating: 44
SMR Rating: 33
Profit Risk Rating: 24
Seasonality Score: -49 (-100 ... +100)