Notable companies
The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Alphabet (NASDAQ:GOOGL), Apple (NASDAQ:AAPL), Microsoft Corp (NASDAQ:MSFT), Amazon.com (NASDAQ:AMZN), Broadcom Inc. (NASDAQ:AVGO), Meta Platforms (NASDAQ:META), JPMorgan Chase & Co (NYSE:JPM), Costco Wholesale Corp (NASDAQ:COST).
Industry description
The investment seeks long-term growth of capital.
Under normal circumstances, the fund invests at least 80% of its assets in equity securities. The fund’s investments in equity securities may include common stocks, preferred stocks, convertible preferred stocks, depositary receipts, shares of publicly traded real estate investment trusts (“REITs”), exchange traded funds (“ETFs”) that invest primarily in equity securities, warrants and rights.
Market Cap
The average market capitalization across the Aristotle Core Equity I-2 MF is 2.42T. The market cap for tickers in the group ranges from 53.01B to 4.96T. NVDA holds the highest valuation in this group at 4.96T. The lowest valued company is AME at 53.01B.
Volume
The average weekly volume growth across all stocks in the Aristotle Core Equity I-2 MF was -29%. For the same stocks of the MF, the average monthly volume growth was -20% 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: 70
P/E Growth Rating: 57
Price Growth Rating: 46
SMR Rating: 27
Profit Risk Rating: 24
Seasonality Score: 30 (-100 ... +100)