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ESGEX
Mutual Fund ticker: NASDAQ
AS OF
Dec 17 closing price
Price
$19.55
Change
-$0.09 (-0.46%)
Net Assets
89.14M

ESGEX price forecast, quote, news & analysis

A.I.Advisor
published price charts
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Mastercard (NYSE:MA), International Business Machines Corp (NYSE:IBM), Abbott Laboratories (NYSE:ABT), Uber Technologies (NYSE:UBER), Suncor Energy (NYSE:SU).

Industry description

The investment seeks capital preservation and long-term capital growth. The fund seeks to achieve its objective by investing at least 80% of its net assets (plus borrowings for investment purposes) in equity securities that meet the Advisor's economic and ESG criteria. As part of its principal investment strategy, and under normal market conditions, the manager expects to invest at least 50% of its net assets in equity securities with market capitalizations of over $15 billion.

Market Cap

The average market capitalization across the Reynders McVeigh Core Equity Instl MF is 1.06T. The market cap for tickers in the group ranges from 48.23B to 3.19T. NVDA holds the highest valuation in this group at 3.19T. The lowest valued company is SU at 48.23B.

Volume

The average weekly volume growth across all stocks in the Reynders McVeigh Core Equity Instl MF was 25%. For the same stocks of the MF, the average monthly volume growth was 3% 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: 61
P/E Growth Rating: 55
Price Growth Rating: 41
SMR Rating: 27
Profit Risk Rating: 32
Seasonality Score: 13 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category ForeignLargeGrowth

Profile
Fundamentals
Details
Category
Global Large-Stock Growth
Address
Capitol Series Trust2960 North Meridian St., Suite 300Indianapolis
Phone
317-917-7000
Web
N/A