The most notable companies in this group are Apple (NASDAQ:AAPL), Microsoft Corp (NASDAQ:MSFT), Alphabet (NASDAQ:GOOG), Amazon.com (NASDAQ:AMZN), NVIDIA Corp (NASDAQ:NVDA), Tesla (NASDAQ:TSLA), Meta Platforms (NASDAQ:META), Advanced Micro Devices (NASDAQ:AMD), Palo Alto Networks (NASDAQ:PANW), ON Semiconductor Corp (NASDAQ:ON).
The investment seeks long-term capital appreciation.
The fund seeks to achieve its objective by normally investing at least 80% of its net assets in common stocks of U.S. companies and other U.S.-traded equity securities of technology companies. The fund's managers consider U.S.-traded equity securities to include ADRs, as well as securities that are traded in the U.S. that have been issued by companies established, domiciled or operating in foreign countries. It is non-diversified.
The average market capitalization across the Virtus Zevenbergen Technology Inst MF is 790.6B. The market cap for tickers in the group ranges from 40.76B to 2.75T. AAPL holds the highest valuation in this group at 2.75T. The lowest valued company is ON at 40.76B.
The average weekly volume growth across all stocks in the Virtus Zevenbergen Technology Inst MF was 17%. For the same stocks of the MF, the average monthly volume growth was -1% and the average quarterly volume growth was 8%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 81
P/E Growth Rating: 54
Price Growth Rating: 39
SMR Rating: 46
Profit Risk Rating: 28
Seasonality Score: -54 (-100 ... +100)