The most notable companies in this group are Alphabet (NASDAQ:GOOGL), Unitedhealth Group (NASDAQ:UNH), JPMorgan Chase & Co (NASDAQ:JPM), Johnson & Johnson (NASDAQ:JNJ), Schlumberger Limited (NASDAQ:SLB), Phillips 66 (NASDAQ:PSX).
The investment seeks to build investor wealth over extended periods and to minimize shareholder capital gains tax liability by limiting the realization of long- and short-term gains.
The fund invests principally in common stock of large-capitalization domestic companies. Ordinarily, 90% or more of the fund's assets will be invested in common stocks with the balance held in U.S. Treasury securities or other cash equivalents. Although the number of holdings may vary, the fund usually holds between 25 and 40 stocks, with positions in individual issuers generally ranging between 2% and 4% of the fund's assets.
The average market capitalization across the Torray Fund MF is 245.33B. The market cap for tickers in the group ranges from 57.06B to 1.73T. GOOGL holds the highest valuation in this group at 1.73T. The lowest valued company is PSX at 57.06B.
The average weekly volume growth across all stocks in the Torray Fund MF was -10%. For the same stocks of the MF, the average monthly volume growth was 4% and the average quarterly volume growth was 15%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 51
P/E Growth Rating: 57
Price Growth Rating: 44
SMR Rating: 38
Profit Risk Rating: 39
Seasonality Score: 5 (-100 ... +100)