Notable companies
The most notable companies in this group are Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Meta Platforms (NASDAQ:META), Advanced Micro Devices (NASDAQ:AMD), Analog Devices (NASDAQ:ADI).
Industry description
The investment seeks capital growth; its secondary objective is downside protection.
The fund seeks to achieve its objective by investing primarily in a broadly diversified portfolio of large and mid-cap domestic stocks with annual revenues, at the time of purchase, over $3 billion. The manager generally maintains a portfolio containing a blend of value and growth stocks. The fund invests primarily in issuers listed on the New York Stock Exchange, and to a lesser extent, in common stocks of issuers listed on NASDAQ and other exchanges. It may also invest up to 15% of its net assets, in ETFs that track the S&P 500 Total Return Index.
Market Cap
The average market capitalization across the Volumetric MF is 791.12B. The market cap for tickers in the group ranges from 18.47B to 2.62T. AAPL holds the highest valuation in this group at 2.62T. The lowest valued company is J at 18.47B.
Volume
The average weekly volume growth across all stocks in the Volumetric MF was 195%. For the same stocks of the MF, the average monthly volume growth was 130% 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: 75
P/E Growth Rating: 56
Price Growth Rating: 33
SMR Rating: 49
Profit Risk Rating: 16
Seasonality Score: -55 (-100 ... +100)