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), Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META), Broadcom Inc. (NASDAQ:AVGO), Dell Technologies (NYSE:DELL), McKesson Corp (NYSE:MCK).
Industry description
The investment seeks long-term growth of capital.
The fund seeks to achieve its investment objective through investment in publicly-traded equity securities using a disciplined, risk-controlled investment process. At least 80% of the fund's net assets will be invested in large cap equity securities, which the Adviser defines as companies having a market capitalization of over $10 billion at the time of purchase. While the fund selects stocks from the 700 largest companies, it may also invest a portion of its assets in equity securities of companies of any size, including what are commonly referred to as small-cap and mid-cap companies.
Market Cap
The average market capitalization across the Dana Large Cap Equity Investor MF is 1.59T. The market cap for tickers in the group ranges from 11.96B to 3.19T. NVDA holds the highest valuation in this group at 3.19T. The lowest valued company is IBKR at 11.96B.
Volume
The average weekly volume growth across all stocks in the Dana Large Cap Equity Investor MF was 31%. For the same stocks of the MF, the average monthly volume growth was -0% and the average quarterly volume growth was -39%
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: 48
Price Growth Rating: 25
SMR Rating: 41
Profit Risk Rating: 12
Seasonality Score: 6 (-100 ... +100)