The most notable companies in this group are Alphabet (NASDAQ:GOOG), Alphabet (NASDAQ:GOOGL), Amazon.com (NASDAQ:AMZN), Meta Platforms (NASDAQ:META), JPMorgan Chase & Co (NYSE:JPM), Cisco Systems (NASDAQ:CSCO), Amgen (NASDAQ:AMGN), Lowe's Companies (NYSE:LOW), Charles Schwab Corp (The) (NYSE:SCHW), KLA Corp (NASDAQ:KLAC).
The investment seeks long-term capital growth.
The fund invests primarily in common stocks of established U.S. companies with large market capitalization, or large cap companies. It will invest at least 80% of its net assets, under normal circumstances, in equity securities. In selecting investments for the fund, the adviser chooses stocks of companies which the advisor believes have above-average growth potential at attractive prices. The fund invests primarily in common stocks of U.S. companies, but may, to a lesser extent, invest in equity REITs, common stocks of foreign companies and American Depositary Receipts ("ADRs").
The average market capitalization across the White Oak Select Growth MF is 561.38B. The market cap for tickers in the group ranges from 75.71B to 1.72T. GOOG holds the highest valuation in this group at 1.72T. The lowest valued company is KLAC at 75.71B.
The average weekly volume growth across all stocks in the White Oak Select Growth MF was -20%. For the same stocks of the MF, the average monthly volume growth was -49% and the average quarterly volume growth was -23%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 50
P/E Growth Rating: 44
Price Growth Rating: 31
SMR Rating: 34
Profit Risk Rating: 33
Seasonality Score: 0 (-100 ... +100)