Notable companies
The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Apple (NASDAQ:AAPL), Alphabet (NASDAQ:GOOG), Microsoft Corp (NASDAQ:MSFT), Amazon.com (NASDAQ:AMZN), Broadcom Inc. (NASDAQ:AVGO), Meta Platforms (NASDAQ:META), Micron Technology (NASDAQ:MU), Advanced Micro Devices (NASDAQ:AMD), Shopify Inc (NASDAQ:SHOP).
Industry description
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.
Market Cap
The average market capitalization across the Virtus Zevenbergen Technology R6 MF is 2.56T. The market cap for tickers in the group ranges from 188.6B to 5.32T. NVDA holds the highest valuation in this group at 5.32T. The lowest valued company is SHOP at 188.6B.
Volume
The average weekly volume growth across all stocks in the Virtus Zevenbergen Technology R6 MF was 13%. For the same stocks of the MF, the average monthly volume growth was -25% and the average quarterly volume growth was -42%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 62
P/E Growth Rating: 65
Price Growth Rating: 35
SMR Rating: 32
Profit Risk Rating: 37
Seasonality Score: -37 (-100 ... +100)