Notable companies
The most notable companies in this group are Alphabet (NASDAQ:GOOGL), Charles Schwab Corp (The) (NYSE:SCHW), McKesson Corp (NYSE:MCK), Valero Energy Corp (NYSE:VLO), Bank of New York Mellon Corp (NYSE:BK).
Industry description
The investment seeks long-term capital appreciation.
The advisor seeks to achieve the fund's investment objective by investing primarily in U.S. equity securities but may also hold shares of foreign companies either directly or through American Depository Receipts ("ADRs"). Companies in which the fund invests may be of any capitalization size. Under normal circumstances, it will invest at least 80% of its assets (defined as net assets plus any borrowing for investment purposes) in equity securities. It is non-diversified.
Market Cap
The average market capitalization across the Towpath Focus Institutional MF is 279.16B. The market cap for tickers in the group ranges from 3.6B to 1.94T. GOOGL holds the highest valuation in this group at 1.94T. The lowest valued company is PBH at 3.6B.
Volume
The average weekly volume growth across all stocks in the Towpath Focus Institutional MF was -20%. For the same stocks of the MF, the average monthly volume growth was 29% and the average quarterly volume growth was -1%
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: 42
Price Growth Rating: 49
SMR Rating: 38
Profit Risk Rating: 23
Seasonality Score: -25 (-100 ... +100)