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), Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META), Eli Lilly & Co (NYSE:LLY), VISA (NYSE:V), Mastercard (NYSE:MA).
Industry description
The investment seeks to achieve long-term capital appreciation.
Under normal market conditions, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities. It will generally invest in equity securities of domestic companies, but may also invest in equity securities of foreign companies and American Depositary Receipts ("ADRs"). The fund seeks to buy and hold securities for the long term and seeks to keep portfolio turnover to a minimum. It is non-diversified.
Market Cap
The average market capitalization across the Frost Growth Equity Investor MF is 1.82T. The market cap for tickers in the group ranges from 446.3B to 3.48T. NVDA holds the highest valuation in this group at 3.48T. The lowest valued company is MA at 446.3B.
Volume
The average weekly volume growth across all stocks in the Frost Growth Equity Investor MF was -19%. For the same stocks of the MF, the average monthly volume growth was -8% and the average quarterly volume growth was -25%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 79
P/E Growth Rating: 74
Price Growth Rating: 39
SMR Rating: 22
Profit Risk Rating: 16
Seasonality Score: 2 (-100 ... +100)