Notable companies
The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), NVIDIA Corp (NASDAQ:NVDA), Apple (NASDAQ:AAPL), Alphabet (NASDAQ:GOOGL), Alphabet (NASDAQ:GOOG), Amazon.com (NASDAQ:AMZN), Meta Platforms (NASDAQ:META), Eli Lilly & Co (NYSE:LLY), Broadcom Inc. (NASDAQ:AVGO).
Industry description
The investment seeks to achieve long-term capital appreciation.
Under normal circumstances, the fund will invest at least 80% of its net assets in equity securities of large cap U.S. companies. It may purchase or sell futures contracts and options on futures contracts for U.S. equity securities and indices, to adjust market exposure based on actual or expected cash inflows to or outflows from the Portfolio.
Market Cap
The average market capitalization across the DFA US Large Cap Equity Institutional MF is 1.88T. The market cap for tickers in the group ranges from 632.33B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is BRK.B at 632.33B.
Volume
The average weekly volume growth across all stocks in the DFA US Large Cap Equity Institutional MF was 20%. For the same stocks of the MF, the average monthly volume growth was 6% and the average quarterly volume growth was 13%
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: 57
Price Growth Rating: 43
SMR Rating: 28
Profit Risk Rating: 13
Seasonality Score: 2 (-100 ... +100)