The most notable companies in this group are Apple (NASDAQ:AAPL), Microsoft Corp (NASDAQ:MSFT), Alphabet (NASDAQ:GOOG), Amazon.com (NASDAQ:AMZN), NVIDIA Corp (NASDAQ:NVDA), Meta Platforms (NASDAQ:META), VISA (NYSE:V), Chevron Corp (NYSE:CVX).
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.
The average market capitalization across the SEI Catholic Values Equity Y (SCVT) MF is 745.9B. The market cap for tickers in the group ranges from 272.52B to 2.96T. AAPL holds the highest valuation in this group at 2.96T. The lowest valued company is CVX at 272.52B.
The average weekly volume growth across all stocks in the SEI Catholic Values Equity Y (SCVT) MF was 1%. For the same stocks of the MF, the average monthly volume growth was -12% and the average quarterly volume growth was -17%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 66
P/E Growth Rating: 42
Price Growth Rating: 35
SMR Rating: 40
Profit Risk Rating: 42
Seasonality Score: -29 (-100 ... +100)