The most notable companies in this group are Nextera Energy Inc (NYSE:NEE), Humana (NYSE:HUM), Autodesk (NASDAQ:ADSK), Edwards Lifesciences Corp (NYSE:EW).
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.
The average market capitalization across the Virtus NFJ Global Sustainability P MF is 407.51B. The market cap for tickers in the group ranges from 20.62B to 121.4B. NEE holds the highest valuation in this group at 121.4B. The lowest valued company is ES at 20.62B.
The average weekly volume growth across all stocks in the Virtus NFJ Global Sustainability P MF was 14%. For the same stocks of the MF, the average monthly volume growth was -24% and the average quarterly volume growth was -22%
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: 48
Price Growth Rating: 37
SMR Rating: 44
Profit Risk Rating: 39
Seasonality Score: 0 (-100 ... +100)