Notable companies
The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), NVIDIA Corp (NASDAQ:NVDA), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Meta Platforms (NASDAQ:META), ABBVIE (NYSE:ABBV), TJX Companies (NYSE:TJX), Target Corp (NYSE:TGT).
Industry description
The investment seeks long-term capital appreciation with a secondary emphasis on reducing portfolio risk and volatility relative to the S&P 500® Index.
The fund will invest at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in equity securities traded in the United States. The fund seeks to achieve lower risk and volatility by constructing a portfolio of long and short equity positions.
Market Cap
The average market capitalization across the Waycross Managed Risk Equity Fund MF is 1.37T. The market cap for tickers in the group ranges from 64.91B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is EMR at 64.91B.
Volume
The average weekly volume growth across all stocks in the Waycross Managed Risk Equity Fund MF was -22%. For the same stocks of the MF, the average monthly volume growth was 5% and the average quarterly volume growth was -39%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 66
P/E Growth Rating: 55
Price Growth Rating: 40
SMR Rating: 28
Profit Risk Rating: 18
Seasonality Score: -36 (-100 ... +100)