Notable companies
The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Alphabet (NASDAQ:GOOGL), Unitedhealth Group (NYSE:UNH), Mastercard (NYSE:MA), PepsiCo (NASDAQ:PEP), Lowe's Companies (NYSE:LOW), AutoZone (NYSE:AZO).
Industry description
The investment seeks long-term capital appreciation.
The fund’s subadvisor, seeks to achieve the fund’s investment objective by investing substantially in a portfolio of U.S. equities. The fund generally expects to focus on issuers with market capitalizations in excess of $1 billion. The fund is non-diversified.
Market Cap
The average market capitalization across the NYLI PineStone U.S. Equity Class P MF is 681.52B. The market cap for tickers in the group ranges from 54.53B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is AZO at 54.53B.
Volume
The average weekly volume growth across all stocks in the NYLI PineStone U.S. Equity Class P MF was 48%. For the same stocks of the MF, the average monthly volume growth was 70% and the average quarterly volume growth was 53%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 65
P/E Growth Rating: 57
Price Growth Rating: 47
SMR Rating: 39
Profit Risk Rating: 14
Seasonality Score: 29 (-100 ... +100)