Notable companies
The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), NVIDIA Corp (NASDAQ:NVDA), Alphabet (NASDAQ:GOOGL), Amazon.com (NASDAQ:AMZN), Meta Platforms (NASDAQ:META), Broadcom Inc. (NASDAQ:AVGO), Salesforce (NYSE:CRM), Boston Scientific Corp (NYSE:BSX), Workday (NASDAQ:WDAY).
Industry description
The investment seeks long-term growth of capital.
The fund seeks to achieve its investment objective through investment in publicly traded equity securities using a disciplined, risk-controlled investment process. Under normal circumstances, it will invest at least 80% of its net assets in a diversified portfolio of equity securities. Under normal circumstances, at least 80% of the fund's net assets will be subject to the ESG screening process.
Market Cap
The average market capitalization across the Dana Epiphany Equity Inst MF is 1.5T. The market cap for tickers in the group ranges from 72.06B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is WDAY at 72.06B.
Volume
The average weekly volume growth across all stocks in the Dana Epiphany Equity Inst MF was -21%. For the same stocks of the MF, the average monthly volume growth was -40% and the average quarterly volume growth was -8%
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: 57
Price Growth Rating: 59
SMR Rating: 42
Profit Risk Rating: 24
Seasonality Score: -16 (-100 ... +100)