Notable companies
The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), NVIDIA Corp (NASDAQ:NVDA), 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 1.02T. The market cap for tickers in the group ranges from 48.23B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. 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 -23%. For the same stocks of the MF, the average monthly volume growth was 6% and the average quarterly volume growth was -40%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 55
P/E Growth Rating: 68
Price Growth Rating: 36
SMR Rating: 29
Profit Risk Rating: 28
Seasonality Score: -43 (-100 ... +100)