Notable companies
The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Meta Platforms (NASDAQ:META), Broadcom Inc. (NASDAQ:AVGO), VISA (NYSE:V), Citigroup (NYSE:C).
Industry description
The investment seeks long-term capital appreciation.
The fund invests at least 80% of the fund's net assets (plus the amount of any borrowings for investment purposes) in a diversified portfolio of common stocks of companies that the fund's portfolio managers believe have long-term growth potential. It seeks to make investment decisions consistent with the principles of the Catholic Church with respect to a range of social and moral concerns that may include: protecting human life; promoting human dignity; reducing arms production; pursuing economic justice; protecting the environment, and encouraging corporate responsibility.
Market Cap
The average market capitalization across the SEI Catholic Values Equity Y (SCVT) MF is 1.76T. The market cap for tickers in the group ranges from 121.12B to 3.48T. NVDA holds the highest valuation in this group at 3.48T. The lowest valued company is C at 121.12B.
Volume
The average weekly volume growth across all stocks in the SEI Catholic Values Equity Y (SCVT) MF was 52%. For the same stocks of the MF, the average monthly volume growth was 20% and the average quarterly volume growth was -4%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 74
P/E Growth Rating: 55
Price Growth Rating: 32
SMR Rating: 30
Profit Risk Rating: 20
Seasonality Score: 22 (-100 ... +100)