Notable companies
The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), NVIDIA Corp (NASDAQ:NVDA), Apple (NASDAQ:AAPL), Alphabet (NASDAQ:GOOGL), Amazon.com (NASDAQ:AMZN), Unitedhealth Group (NYSE:UNH).
Industry description
The investment seeks long-term capital growth and current income.
For the equity portion of the fund, the fund will generally invest in large capitalization companies the adviser believes show sustainable business improvement using a proprietary multi-factor model that combines fundamental measures of a stock’s value and growth potential with ESG metrics. For the fixed-income portion of the fund, the portfolio managers invest in a diversified portfolio of high- and medium-grade non-money market debt securities.
Market Cap
The average market capitalization across the American Century Balanced R5 MF is 2.11T. The market cap for tickers in the group ranges from 451.47B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is UNH at 451.47B.
Volume
The average weekly volume growth across all stocks in the American Century Balanced R5 MF was -31%. For the same stocks of the MF, the average monthly volume growth was -37% and the average quarterly volume growth was -71%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 72
P/E Growth Rating: 64
Price Growth Rating: 38
SMR Rating: 30
Profit Risk Rating: 14
Seasonality Score: -40 (-100 ... +100)