Notable companies
The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Alphabet (NASDAQ:GOOGL), Amazon.com (NASDAQ:AMZN), Meta Platforms (NASDAQ:META), Broadcom Inc. (NASDAQ:AVGO), JPMorgan Chase & Co (NYSE:JPM), Eli Lilly & Co (NYSE:LLY).
Industry description
The investment seeks long-term capital appreciation.
The fund purchases a broad and diverse group of equity 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.
Market Cap
The average market capitalization across the DFA US Core Equity 2 I MF is 2.48T. The market cap for tickers in the group ranges from 632.33B to 4.46T. NVDA holds the highest valuation in this group at 4.46T. The lowest valued company is BRK.B at 632.33B.
Volume
The average weekly volume growth across all stocks in the DFA US Core Equity 2 I MF was -30%. For the same stocks of the MF, the average monthly volume growth was -9% and the average quarterly volume growth was -26%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 65
P/E Growth Rating: 56
Price Growth Rating: 31
SMR Rating: 21
Profit Risk Rating: 21
Seasonality Score: 47 (-100 ... +100)