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), VISA (NYSE:V), Mastercard (NYSE:MA), Salesforce (NYSE:CRM), SERVICENOW (NYSE:NOW), Chipotle Mexican Grill (NYSE:CMG).
Industry description
The investment seeks to maximize capital appreciation.
The fund invests primarily in domestic and foreign growth-oriented, large capitalization or "large cap" equity securities of companies traded on U.S. stock exchanges or in the over-the-counter market. It normally invests at least 80% of its assets (defined as net assets plus borrowing for investment purposes) in the common stock of large cap companies. The managers define large capitalization companies as those companies whose market capitalizations are equal to or greater than the smallest company in the Russell 1000® Index during the most recent 12-month period. It is non-diversified.
Market Cap
The average market capitalization across the Dunham Focused Large Cap Growth N MF is 1.44T. The market cap for tickers in the group ranges from 87.6B to 3.19T. NVDA holds the highest valuation in this group at 3.19T. The lowest valued company is CMG at 87.6B.
Volume
The average weekly volume growth across all stocks in the Dunham Focused Large Cap Growth N MF was 35%. For the same stocks of the MF, the average monthly volume growth was -11% and the average quarterly volume growth was -47%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 86
P/E Growth Rating: 57
Price Growth Rating: 22
SMR Rating: 29
Profit Risk Rating: 13
Seasonality Score: -9 (-100 ... +100)