Notable companies
The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), NVIDIA Corp (NASDAQ:NVDA), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META), VISA (NYSE:V), Unitedhealth Group (NYSE:UNH).
Industry description
The investment seeks to provide a tax‑efficient investment return consisting of capital appreciation.
The fund invests, under normal market conditions, at least 80% of its net assets (plus the amount of borrowings for investment purposes) in the securities of large capitalization companies and other instruments, such as certain investment companies, with economic characteristics that seek to track the performance of securities of large capitalization companies. It may also invest in other investment companies, including other open‑end or closed‑end investment companies and ETFs that have characteristics that are consistent with the fund’s investment objective.
Market Cap
The average market capitalization across the Bridge Builder Tax Managed Large Cap MF is 1.64T. The market cap for tickers in the group ranges from 30.71B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is VRT at 30.71B.
Volume
The average weekly volume growth across all stocks in the Bridge Builder Tax Managed Large Cap MF was -22%. For the same stocks of the MF, the average monthly volume growth was 7% and the average quarterly volume growth was -37%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 76
P/E Growth Rating: 66
Price Growth Rating: 37
SMR Rating: 28
Profit Risk Rating: 15
Seasonality Score: -32 (-100 ... +100)