Notable companies
The most notable companies in this group are Apple (NASDAQ:AAPL), Meta Platforms (NASDAQ:META), Walmart (NYSE:WMT), JPMorgan Chase & Co (NYSE:JPM), Exxon Mobil Corp (NYSE:XOM), Costco Wholesale Corp (NASDAQ:COST), Johnson & Johnson (NYSE:JNJ), Applied Materials (NASDAQ:AMAT), Comcast Corp (NASDAQ:CMCSA), Union Pacific Corp (NYSE:UNP).
Industry description
The investment seeks long-term capital appreciation.
The fund invests primarily in a diverse group of U.S. large-cap companies across market sectors and industry groups. It seeks securities of companies that the Advisor expects to have higher returns by placing an enhanced emphasis on securities of companies with higher profitability and value characteristics. Conversely, the fund seeks to underweight or exclude securities the Advisor expects to have lower returns, such as securities of companies with lower levels of profitability and less attractive value characteristics.
Market Cap
The average market capitalization across the Avantis U.S. Large Cap Value Inst MF is 690.48B. The market cap for tickers in the group ranges from 137.7B to 2.62T. AAPL holds the highest valuation in this group at 2.62T. The lowest valued company is UNP at 137.7B.
Volume
The average weekly volume growth across all stocks in the Avantis U.S. Large Cap Value Inst MF was -16%. For the same stocks of the MF, the average monthly volume growth was 4% and the average quarterly volume growth was -14%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 69
P/E Growth Rating: 50
Price Growth Rating: 41
SMR Rating: 31
Profit Risk Rating: 26
Seasonality Score: 27 (-100 ... +100)