Notable companies
The most notable companies in this group are Alphabet (NASDAQ:GOOGL), Amazon.com (NASDAQ:AMZN), Broadcom Inc. (NASDAQ:AVGO), Mastercard (NYSE:MA), Netflix Inc. (NASDAQ:NFLX).
Industry description
The investment seeks long-term capital appreciation.
Under normal circumstances, the fund invests at least 80% of its assets in equity securities of U.S. issuers of any capitalization. The securities selected for inclusion in the fund are those that, in the opinion of the Adviser, are well-managed businesses with consistent operating histories and financial performance that have favorable long-term economic prospects and, in most cases, generate free cash flow. The fund may invest up to 20% of its assets in securities of issuers located in Canada or in sponsored or unsponsored ADRs of foreign companies located in developing or emerging markets countries.
Market Cap
The average market capitalization across the Vontobel U.S. Equity A MF is 1.04T. The market cap for tickers in the group ranges from 17.46B to 4.33T. GOOGL holds the highest valuation in this group at 4.33T. The lowest valued company is RBA at 17.46B.
Volume
The average weekly volume growth across all stocks in the Vontobel U.S. Equity A MF was -42%. For the same stocks of the MF, the average monthly volume growth was -12% and the average quarterly volume growth was -78%
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: 71
Price Growth Rating: 52
SMR Rating: 37
Profit Risk Rating: 40
Seasonality Score: -20 (-100 ... +100)