The most notable companies in this group are Apple (NASDAQ:AAPL), Microsoft Corp (NASDAQ:MSFT), Amazon.com (NASDAQ:AMZN), Eli Lilly & Co (NYSE:LLY), VISA (NYSE:V), Broadcom (NASDAQ:AVGO), Mastercard (NYSE:MA), Oracle Corp (NYSE:ORCL), Home Depot (NYSE:HD), ABBVIE (NYSE:ABBV).
The investment seeks to achieve long-term capital appreciation.
The Portfolio purchases a broad and diverse group of readily marketable securities of large U.S. companies that the Advisor determines to have high profitability and relative prices compared to other U.S. large cap companies at the time of purchase. As a non-fundamental policy, under normal circumstances, it will invest at least 80% of its net assets in securities of large cap U.S. companies.
The average market capitalization across the DFA US Large Cap Growth Instl MF is 753.49B. The market cap for tickers in the group ranges from 245.57B to 2.95T. AAPL holds the highest valuation in this group at 2.95T. The lowest valued company is ABBV at 245.57B.
The average weekly volume growth across all stocks in the DFA US Large Cap Growth Instl MF was -22%. For the same stocks of the MF, the average monthly volume growth was -38% and the average quarterly volume growth was -31%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 59
P/E Growth Rating: 40
Price Growth Rating: 34
SMR Rating: 21
Profit Risk Rating: 14
Seasonality Score: 12 (-100 ... +100)