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), Eli Lilly & Co (NYSE:LLY), Unitedhealth Group (NYSE:UNH), Bank of America Corp (NYSE:BAC), Morgan Stanley (NYSE:MS), 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. Equity securities include common stock, preferred stock and securities or other instruments whose price is linked to the value of common or preferred stock. The fund may also invest a portion of its assets in securities of real estate investment trusts ("REITs") that own and/or manage properties. It is non-diversified.
Market Cap
The average market capitalization across the Six Circles U.S. Unconstrained Equity MF is 1.46T. The market cap for tickers in the group ranges from 126.8B to 3.59T. NVDA holds the highest valuation in this group at 3.59T. The lowest valued company is UPS at 126.8B.
Volume
The average weekly volume growth across all stocks in the Six Circles U.S. Unconstrained Equity MF was -37%. For the same stocks of the MF, the average monthly volume growth was -2% and the average quarterly volume growth was -28%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 73
P/E Growth Rating: 54
Price Growth Rating: 31
SMR Rating: 23
Profit Risk Rating: 18
Seasonality Score: 27 (-100 ... +100)