Notable companies
The most notable companies in this group are Eli Lilly & Co (NYSE:LLY), Unitedhealth Group (NYSE:UNH), Merck & Co (NYSE:MRK), Pfizer (NYSE:PFE), Amgen (NASDAQ:AMGN), Elevance Health (NYSE:ELV), Boston Scientific Corp (NYSE:BSX), Regeneron Pharmaceuticals (NASDAQ:REGN).
Industry description
The investment seeks maximum long-term capital growth through capital appreciation.
Under normal circumstances, the fund will invest at least 80% of its assets, plus the amount of any borrowings for investment purposes, in the equity securities of healthcare companies, meaning companies that develop, produce, or distribute products or services related to the healthcare or medical industries and derive a substantial portion, that is, more than 50%, of their sales from products and services in the healthcare industry (80% policy). It is non-diversified.
Market Cap
The average market capitalization across the Macquarie Healthcare I MF is 234.61B. The market cap for tickers in the group ranges from 2.97B to 739.66B. LLY holds the highest valuation in this group at 739.66B. The lowest valued company is VKTX at 2.97B.
Volume
The average weekly volume growth across all stocks in the Macquarie Healthcare I MF was 1%. For the same stocks of the MF, the average monthly volume growth was -30% and the average quarterly volume growth was 86%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 31
P/E Growth Rating: 87
Price Growth Rating: 57
SMR Rating: 53
Profit Risk Rating: 60
Seasonality Score: 13 (-100 ... +100)