Notable companies
The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Meta Platforms (NASDAQ:META), Oracle Corp (NYSE:ORCL), Johnson & Johnson (NYSE:JNJ), Unitedhealth Group (NYSE:UNH), Lam Research Corp (NASDAQ:LRCX).
Industry description
The investment seeks long-term growth of capital.
Under normal market conditions, the fund invests at least 80 percent of its net assets (plus any borrowings for investment purposes) in equity securities of U.S. issuers. It principally invests in equity securities of large companies, that is, companies with a market capitalization of greater than $5 billion at time of purchase. It also may invest in derivatives (i.e., a security or instrument whose value is determined by reference to the value or the change in value of one or more securities, currencies, indices or other financial instruments). The fund is non-diversified.
Market Cap
The average market capitalization across the Pear Tree Quality Ordinary MF is 1.49T. The market cap for tickers in the group ranges from 130.3B to 3.68T. MSFT holds the highest valuation in this group at 3.68T. The lowest valued company is LRCX at 130.3B.
Volume
The average weekly volume growth across all stocks in the Pear Tree Quality Ordinary MF was 26%. For the same stocks of the MF, the average monthly volume growth was -20% and the average quarterly volume growth was -5%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 44
P/E Growth Rating: 61
Price Growth Rating: 39
SMR Rating: 28
Profit Risk Rating: 35
Seasonality Score: -29 (-100 ... +100)