Notable companies
The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), NVIDIA Corp (NASDAQ:NVDA), Apple (NASDAQ:AAPL), Alphabet (NASDAQ:GOOGL), Amazon.com (NASDAQ:AMZN), Meta Platforms (NASDAQ:META), Mastercard (NYSE:MA), ABBVIE (NYSE:ABBV), Intuitive Surgical (NASDAQ:ISRG).
Industry description
The investment seeks capital appreciation over a full market cycle, which the advisor defines as a sustained upswing in equity markets followed by a pull back, and recovery.
The fund is a non-diversified portfolio and pursues its investment objective by investing, under normal circumstances, 80% of its net assets in equity securities traded in the U.S. It holds a portfolio of common stocks of mid-capitalization and large-capitalization companies with attractive valuations based on the Adviser's proprietary analysis. The fund may also invest in securities of foreign companies that are publicly traded in the U.S. It is non-diversified.
Market Cap
The average market capitalization across the Waycross Focused Core Equity Fund MF is 1.44T. 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 Focused Core Equity Fund MF was -30%. For the same stocks of the MF, the average monthly volume growth was -37% and the average quarterly volume growth was -70%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 72
P/E Growth Rating: 59
Price Growth Rating: 35
SMR Rating: 31
Profit Risk Rating: 16
Seasonality Score: -47 (-100 ... +100)