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), Booking Holdings (NASDAQ:BKNG), Arista Networks (NYSE:ANET), CrowdStrike Holdings (NASDAQ:CRWD).
Industry description
The investment seeks growth of capital.
Under normal market conditions, the fund invests primarily in common stocks of domestic companies of any size market capitalization. Stocks that the adviser purchases for it typically have earnings growth in excess of 10% per year on a historical basis, have demonstrated consistency of earnings growth over time and are believed by the adviser to be of higher quality than other company stocks. The fund may invest a portion of its assets in non-U.S. issuers that are either publicly traded in the U.S. or through the use of depositary receipts, such as American Depositary Receipts ("ADRs").
Market Cap
The average market capitalization across the Chase Growth Institutional MF is 1.46T. The market cap for tickers in the group ranges from 77.29B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is CRWD at 77.29B.
Volume
The average weekly volume growth across all stocks in the Chase Growth Institutional MF was -22%. For the same stocks of the MF, the average monthly volume growth was 6% and the average quarterly volume growth was -38%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 83
P/E Growth Rating: 68
Price Growth Rating: 36
SMR Rating: 28
Profit Risk Rating: 16
Seasonality Score: -47 (-100 ... +100)