Notable companies
The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), NVIDIA Corp (NASDAQ:NVDA), Alphabet (NASDAQ:GOOGL), Alphabet (NASDAQ:GOOG), Amazon.com (NASDAQ:AMZN), Meta Platforms (NASDAQ:META), Eli Lilly & Co (NYSE:LLY), JPMorgan Chase & Co (NYSE:JPM), Exxon Mobil Corp (NYSE:XOM).
Industry description
The investment seeks long-term capital appreciation.
The fund invests primarily in a diverse group of U.S. companies across market sectors and industry groups. It may invest in companies of all market capitalizations. The fund seeks securities of companies that the manager expects to have higher returns by placing an enhanced emphasis on securities of companies with smaller market capitalizations and securities of companies with higher profitability and value characteristics. Under normal market conditions, the fund will invest at least 80% of its assets in equity securities of U.S. companies.
Market Cap
The average market capitalization across the Avantis® U.S. Equity Institutional MF is 1.7T. The market cap for tickers in the group ranges from 461.22B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is XOM at 461.22B.
Volume
The average weekly volume growth across all stocks in the Avantis® U.S. Equity Institutional MF was 82%. For the same stocks of the MF, the average monthly volume growth was 8% and the average quarterly volume growth was 74%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 61
P/E Growth Rating: 70
Price Growth Rating: 55
SMR Rating: 25
Profit Risk Rating: 18
Seasonality Score: 11 (-100 ... +100)