Notable companies
The most notable companies in this group are Marriott International (NASDAQ:MAR), Constellation Brands (NYSE:STZ).
Industry description
The investment seeks long-term capital appreciation.
Under normal market conditions, the fund will invest at least 80% of its net assets (plus borrowings for investment purposes) in the securities of companies producing, processing, distributing, and manufacturing luxury products, services, or equipment. It will invest in securities of companies with economic ties to countries throughout the world, including emerging markets and the U.S. The fund may also invest in fixed-income securities of any credit quality and maturity, and the weighted average maturity of the portfolio may vary substantially over time.
Market Cap
The average market capitalization across the US Global Investors Global Luxury Goods MF is 153.09B. The market cap for tickers in the group ranges from 451.72M to 466.87B. LVMUY holds the highest valuation in this group at 466.87B. The lowest valued company is HMI at 451.72M.
Volume
The average weekly volume growth across all stocks in the US Global Investors Global Luxury Goods MF was -19%. For the same stocks of the MF, the average monthly volume growth was 17% 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: 73
P/E Growth Rating: 53
Price Growth Rating: 58
SMR Rating: 33
Profit Risk Rating: 23
Seasonality Score: -52 (-100 ... +100)