N/A
Average AnalystN/A
Top AnalystNeutral
Stock Target AdvisorN/A
Average UserUSD 61.17
+0.67 (+1.10)%
USD 0.14B
0.01M
N/A
N/A
Average AnalystN/A
Top AnalystNeutral
Stock Target AdvisorN/A
Average UserUSD 0.14B
USD 61.17
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 |
---|---|---|
|
Babcock & Wilcox Enterprises Inc | 4.61 % |
|
Miller Industries Inc | 4.54 % |
|
Stryker Corporation | 4.41 % |
|
Amphenol Corporation | 4.39 % |
|
Heico Corporation | 4.33 % |
|
Otis Worldwide Corp | 4.16 % |
|
Thermo Fisher Scientific Inc | 4.04 % |
|
Intercontinental Exchange Inc | 4.03 % |
|
Silgan Holdings Inc | 4.01 % |
ABC | 4.19 % |
N/A
N/A
5
S&P 500 TR USD
1
18.89
0.00
0.58
1.06%
9.01%
13.10%
0%
Symbol | Name | Mer | Price(Change) | Market Cap |
---|---|---|---|---|
|
iShares Russell Mid-Cap Growth.. | 0.23 % | +1.92 (+1.80%) | USD14.98B |
Symbol | Name | CWS's Weight | Expense Ratio | Price(Change) | Market Cap |
---|---|---|---|---|---|
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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.
This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.