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:GOOGL), Meta Platforms (NASDAQ:META).
Industry description
The investment seeks total return.
Under normal circumstances, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities and derivative instruments that provide exposure to equity securities. It may invest up to 20% of its net assets in fixed-income securities, including securities rated below investment grade and comparable unrated securities ("junk"); other fixed and floating-rate income instruments; and/or in currencies. The fund may invest an unlimited amount of its assets in foreign securities issued by companies domiciled in developed or emerging market countries including frontier markets.
Market Cap
The average market capitalization across the Eaton Vance Richard Bernstein Eq Strat I MF is 2.43T. The market cap for tickers in the group ranges from 1.24T to 3.19T. NVDA holds the highest valuation in this group at 3.19T. The lowest valued company is META at 1.24T.
Volume
The average weekly volume growth across all stocks in the Eaton Vance Richard Bernstein Eq Strat I MF was 25%. For the same stocks of the MF, the average monthly volume growth was -10% and the average quarterly volume growth was -41%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 77
P/E Growth Rating: 63
Price Growth Rating: 18
SMR Rating: 24
Profit Risk Rating: 12
Seasonality Score: -28 (-100 ... +100)