Notable companies
The most notable companies in this group are Nextera Energy Inc (NYSE:NEE), Edwards Lifesciences Corp (NYSE:EW), Autodesk (NASDAQ:ADSK).
Industry description
The investment seeks long-term capital appreciation.
The fund seeks to achieve its investment objective by creating a portfolio of global equities with a focus on companies that the portfolio managers believe exhibit strong records with respect to environmental, social, and corporate governance ("ESG") factors. It normally invests primarily in equity securities of both U.S. and non-U.S. companies, including emerging market securities. Under normal market conditions, the fund will invest at least 40% of its assets in non-U.S. securities.
Market Cap
The average market capitalization across the Virtus NFJ Global Sust Instl MF is 57.52B. The market cap for tickers in the group ranges from 20.65B to 131.17B. NEE holds the highest valuation in this group at 131.17B. The lowest valued company is ES at 20.65B.
Volume
The average weekly volume growth across all stocks in the Virtus NFJ Global Sust Instl MF was -26%. For the same stocks of the MF, the average monthly volume growth was -1% and the average quarterly volume growth was -12%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 66
P/E Growth Rating: 68
Price Growth Rating: 55
SMR Rating: 54
Profit Risk Rating: 79
Seasonality Score: 0 (-100 ... +100)