Notable companies
The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), NVIDIA Corp (NASDAQ:NVDA), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOG), Meta Platforms (NASDAQ:META), Netflix (NASDAQ:NFLX), Uber Technologies (NYSE:UBER), Marriott International (NASDAQ:MAR).
Industry description
The investment seeks capital appreciation.
The fund normally invests primarily in equity securities of founder-involved companies. Founder-involved companies are those for which, at the time of the fund's initial purchase, a founder is a member of the senior management team or the company's board of directors. The fund uses quantitative analysis to evaluate growth potential, valuation, liquidity, and investment risk, along with fundamental analysis of factors such as each issuer's financial condition, its industry position, and market and economic conditions to select investments.
Market Cap
The average market capitalization across the Fidelity Founders Z MF is 1.18T. The market cap for tickers in the group ranges from 63.9B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is APO at 63.9B.
Volume
The average weekly volume growth across all stocks in the Fidelity Founders Z MF was -26%. For the same stocks of the MF, the average monthly volume growth was 3% and the average quarterly volume growth was -39%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 75
P/E Growth Rating: 72
Price Growth Rating: 38
SMR Rating: 30
Profit Risk Rating: 22
Seasonality Score: -36 (-100 ... +100)