Notable companies
The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOG), Meta Platforms (NASDAQ:META), Broadcom Inc. (NASDAQ:AVGO), Walmart (NYSE:WMT), Mastercard (NYSE:MA), Procter & Gamble Company (NYSE:PG), Abbott Laboratories (NYSE:ABT).
Industry description
The investment seeks long-term capital growth.
Under normal circumstances, the fund uses a balanced approach to invest in a broad range of securities, including equity, debt, and securities issued and guaranteed by the U.S. government and federal agencies and instrumentalities. The fund’s asset allocation strategy diversifies equity securities and fixed-income investments. The fund employs a proprietary quantitative model to determine the exposure between equity and fixed income to participate in rising markets while attempting to preserve capital during market declines. The fund’s exposure will generally be at least 20% fixed income and up to 80% equity.
Market Cap
The average market capitalization across the NAA Allocation Fund Institutional MF is 1.36T. The market cap for tickers in the group ranges from 194.5B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is ABT at 194.5B.
Volume
The average weekly volume growth across all stocks in the NAA Allocation Fund Institutional MF was 63%. For the same stocks of the MF, the average monthly volume growth was 90% and the average quarterly volume growth was 46%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 67
P/E Growth Rating: 55
Price Growth Rating: 40
SMR Rating: 38
Profit Risk Rating: 16
Seasonality Score: 14 (-100 ... +100)