Invests in U.S. equity securities of all capitalization sizes. Focuses on undervalued companies based on fundamental analysis. Now — the numbers.
This is an established company with proven profits.
Average growth of 35% a year over the last 4 years. Every year shown ended in profit.
The market pays 466.5× for every dollar this company earns in a year — a price that already assumes things go well.
No analyst target is on record for this company.
The stock trades near its peak today. For long-term holders the ride has paid off so far — though past performance guarantees nothing about the future.
Over the last 4 years, sales grew about 35% a year on average.
It pays out $2.09 per share each year — regular cash for whoever holds the stock.
The company’s market value is 467 times its annual profit. Even a small disappointment could hit the price hard.
Costs swallow the gains that sales growth brings in.
We grade companies — revenue, margins, balance sheets. This is a fund, so there is no report card to give. That is not a low grade; it is a different kind of thing.
One-line summary: a basket, not a business. Judge it by what it holds.