The most notable companies in this group are Alphabet (NASDAQ:GOOGL), JPMorgan Chase & Co (NYSE:JPM).
The investment seeks to provide long-term capital appreciation.
The fund pursues its objective by investing, under normal circumstances, in a diversified portfolio of equity and equity-related securities issued by U.S. and non-U.S. companies of any capitalization size. Under normal circumstances, it will invest at least 80% of its net assets, including borrowings for investment purposes, in companies that meet the Adviser’s sustainability criteria.
The average market capitalization across the Boston Partners Global Sustainablty Ins MF is 153.19B. The market cap for tickers in the group ranges from 2.47B to 1.73T. GOOGL holds the highest valuation in this group at 1.73T. The lowest valued company is AIR at 2.47B.
The average weekly volume growth across all stocks in the Boston Partners Global Sustainablty Ins MF was -2%. For the same stocks of the MF, the average monthly volume growth was -40% and the average quarterly volume growth was -40%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 47
P/E Growth Rating: 55
Price Growth Rating: 48
SMR Rating: 53
Profit Risk Rating: 42
Seasonality Score: 6 (-100 ... +100)