Notable companies
The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOG), Intuit (NASDAQ:INTU), Charles Schwab Corp (The) (NYSE:SCHW), Marvell Technology (NASDAQ:MRVL), IQVIA Holdings (NYSE:IQV), Teva Pharmaceutical Industries Limited (NYSE:TEVA).
Industry description
The investment seeks long-term capital appreciation.
The fund normally invests at least 80% of its net assets plus borrowings for investment purposes in equity securities. It primarily invests in domestically traded U.S. common stocks and U.S. traded equity stocks of foreign companies, including ADRs. The fund uses a multi-style approach, meaning that it not only invests across different capitalization levels but may target both value- and growth-oriented companies.
Market Cap
The average market capitalization across the Sterling Capital Special Opps Inst MF is 795.2B. The market cap for tickers in the group ranges from 15.06B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is TEVA at 15.06B.
Volume
The average weekly volume growth across all stocks in the Sterling Capital Special Opps Inst MF was -51%. For the same stocks of the MF, the average monthly volume growth was -30% and the average quarterly volume growth was -2%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 51
P/E Growth Rating: 58
Price Growth Rating: 41
SMR Rating: 52
Profit Risk Rating: 55
Seasonality Score: 17 (-100 ... +100)