Notable companies
The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META), VISA (NYSE:V), Unitedhealth Group (NYSE:UNH), Home Depot (NYSE:HD), PROLOGIS (NYSE:PLD).
Industry description
The investment seeks long-term capital growth; income is a secondary objective.
The fund will generally invest in large capitalization companies the advisor 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. The model assigns each security a financial metrics score and an ESG score that are combined on an equal basis to create an overall score. To measure growth, the managers may use the rate of growth of a company’s earnings and cash flow and changes in its earnings estimates.
Market Cap
The average market capitalization across the American Century Sustainable Equity R5 MF is 1.6T. The market cap for tickers in the group ranges from 120.46B to 3.48T. NVDA holds the highest valuation in this group at 3.48T. The lowest valued company is PLD at 120.46B.
Volume
The average weekly volume growth across all stocks in the American Century Sustainable Equity R5 MF was -19%. For the same stocks of the MF, the average monthly volume growth was -11% and the average quarterly volume growth was -28%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 75
P/E Growth Rating: 64
Price Growth Rating: 36
SMR Rating: 30
Profit Risk Rating: 19
Seasonality Score: 15 (-100 ... +100)