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), Broadcom Inc. (NASDAQ:AVGO), Johnson & Johnson (NYSE:JNJ), Unitedhealth Group (NYSE:UNH).
Industry description
The investment seeks long-term capital appreciation.
The Portfolio 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, while adjusting the composition of the Portfolio based on sustainability impact considerations.
Market Cap
The average market capitalization across the DFA US Sustainability Core 1 MF is 2.45T. The market cap for tickers in the group ranges from 327.08B to 4.38T. NVDA holds the highest valuation in this group at 4.38T. The lowest valued company is UNH at 327.08B.
Volume
The average weekly volume growth across all stocks in the DFA US Sustainability Core 1 MF was 27%. For the same stocks of the MF, the average monthly volume growth was 5% 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: 49
P/E Growth Rating: 60
Price Growth Rating: 30
SMR Rating: 27
Profit Risk Rating: 27
Seasonality Score: 44 (-100 ... +100)