N/A
Average AnalystN/A
Top AnalystSlightly Bullish
Stock Target AdvisorN/A
Average UserUSD 71.19
-0.15 (-0.21)%
USD 0.18B
6.80K
N/A
N/A
Average AnalystN/A
Top AnalystSlightly Bullish
Stock Target AdvisorN/A
Average UserUSD 0.18B
USD 71.19
The fund seeks to achieve its investment objective by investing primarily in a focused group of U.S. exchange listed equity securities, including common and preferred stock and ADRs. It invests at least 80% of its net assets in equity securities. The Advisor allocates the fund's ...Read More
Symbol | Capital Gain | Dividend Return | Total Return |
---|
N/A
Symbol | Company Name | Allocation |
---|---|---|
|
Fair Isaac Corporation | 6.25 % |
|
Miller Industries Inc | 5.90 % |
|
Fiserv, Inc. | 5.30 % |
|
Amphenol Corporation | 4.98 % |
|
Heico Corporation | 4.75 % |
|
Aflac Incorporated | 4.47 % |
|
Stryker Corporation | 4.15 % |
|
Intercontinental Exchange Inc | 4.11 % |
|
Cencora Inc. | 4.09 % |
|
Moodys Corporation | 4.01 % |
N/A
N/A
5
S&P 500 TR USD
1
18.68
0.00
0.45
19.69%
12.57%
14.97%
0%
Symbol | Name | Mer | Price(Change) | Market Cap |
---|---|---|---|---|
|
iShares Russell Mid-Cap Growth.. | 0.23 % | -0.47 (-0.36%) | USD17.18B |
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This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.
The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.
This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.
The company has under performed its peers on annual average total returns in the past 5 years.