The most notable companies in this group are Apple (NASDAQ:AAPL), Microsoft Corp (NASDAQ:MSFT), Alphabet (NASDAQ:GOOG), Alphabet (NASDAQ:GOOGL), Amazon.com (NASDAQ:AMZN), NVIDIA Corp (NASDAQ:NVDA), Meta Platforms (NASDAQ:META), JPMorgan Chase & Co (NYSE:JPM), Exxon Mobil Corp (NYSE:XOM).
The investment seeks to achieve long-term capital appreciation.
The fund purchases a broad and diverse group of securities of U.S. companies. It invests in companies of all sizes, with increased exposure to smaller capitalization, lower relative price, and higher profitability companies as compared to their representation in the U.S. Universe. The Advisor generally defines the U.S. Universe as a market capitalization weighted set of U.S. operating companies listed on a securities exchange in the United States that is deemed appropriate by the Advisor.
The average market capitalization across the DFA US Core Equity 1 I MF is 1.08T. The market cap for tickers in the group ranges from 411.63B to 2.96T. AAPL holds the highest valuation in this group at 2.96T. The lowest valued company is XOM at 411.63B.
The average weekly volume growth across all stocks in the DFA US Core Equity 1 I MF was -47%. For the same stocks of the MF, the average monthly volume growth was -55% and the average quarterly volume growth was -67%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 69
P/E Growth Rating: 39
Price Growth Rating: 34
SMR Rating: 34
Profit Risk Rating: 27
Seasonality Score: 8 (-100 ... +100)