Notable companies
The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Broadcom Inc. (NASDAQ:AVGO), Eli Lilly & Co (NYSE:LLY), VISA (NYSE:V), Mastercard (NYSE:MA), Home Depot (NYSE:HD), ABBVIE (NYSE:ABBV), PepsiCo (NASDAQ:PEP), Caterpillar (NYSE:CAT).
Industry description
The investment seeks to achieve long-term capital appreciation.
Under normal circumstances, the portfolio will invest at least 80% of its net assets in securities of U.S. companies. The portfolio may invest in ETFs for the purpose of gaining exposure to the U.S. stock market while maintaining liquidity. It may lend its portfolio securities to generate additional income.
Market Cap
The average market capitalization across the DFA US Hi Relatv Profitability Instl MF is 969.4B. The market cap for tickers in the group ranges from 181.64B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is CAT at 181.64B.
Volume
The average weekly volume growth across all stocks in the DFA US Hi Relatv Profitability Instl MF was 120%. For the same stocks of the MF, the average monthly volume growth was 323% and the average quarterly volume growth was -1%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 73
P/E Growth Rating: 49
Price Growth Rating: 39
SMR Rating: 21
Profit Risk Rating: 11
Seasonality Score: 16 (-100 ... +100)