Notable companies
The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOG), Meta Platforms (NASDAQ:META), Eli Lilly & Co (NYSE:LLY), Walmart (NYSE:WMT), VISA (NYSE:V), ABBVIE (NYSE:ABBV).
Industry description
The investment seeks to achieve long-term capital appreciation by investing in a diversified portfolio of equity securities.
The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in a diversified portfolio of common stocks. The advisor generally intends to maintain investments in all or substantially all of the market sectors represented in the S&P 500® Index. The fund may invest up to 25% of its total assets in foreign securities which may be issued by companies domiciled in developed or emerging market countries.
Market Cap
The average market capitalization across the Eaton Vance Stock I MF is 1.71T. The market cap for tickers in the group ranges from 322.43B to 3.37T. NVDA holds the highest valuation in this group at 3.37T. The lowest valued company is ABBV at 322.43B.
Volume
The average weekly volume growth across all stocks in the Eaton Vance Stock I MF was 1%. For the same stocks of the MF, the average monthly volume growth was -17% and the average quarterly volume growth was 7%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 75
P/E Growth Rating: 62
Price Growth Rating: 47
SMR Rating: 24
Profit Risk Rating: 11
Seasonality Score: 27 (-100 ... +100)