Notable companies
The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Alphabet (NASDAQ:GOOGL), Alphabet (NASDAQ:GOOG), Amazon.com (NASDAQ:AMZN), Meta Platforms (NASDAQ:META), Eli Lilly & Co (NYSE:LLY), Unitedhealth Group (NYSE:UNH), United Parcel Service (NYSE:UPS).
Industry description
The investment seeks to provide capital appreciation.
Under normal circumstances, the fund will invest at least 80% of its net assets (plus borrowings) in equity securities issued by U.S. companies and other instruments with economic characteristics similar to equity securities issued by U.S. companies. It may also invest a portion of its assets in securities of real estate investment trusts ("REITs") that own and/or manage properties. The fund is non-diversified.
Market Cap
The average market capitalization across the Six Circles Mgd Eq Port US Uncons MF is 2.32T. The market cap for tickers in the group ranges from 72.21B to 4.26T. NVDA holds the highest valuation in this group at 4.26T. The lowest valued company is UPS at 72.21B.
Volume
The average weekly volume growth across all stocks in the Six Circles Mgd Eq Port US Uncons MF was -18%. For the same stocks of the MF, the average monthly volume growth was 26% and the average quarterly volume growth was -32%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 50
P/E Growth Rating: 60
Price Growth Rating: 37
SMR Rating: 24
Profit Risk Rating: 38
Seasonality Score: -29 (-100 ... +100)