The most notable companies in this group are Apple (NASDAQ:AAPL), Microsoft Corp (NASDAQ:MSFT), Alphabet (NASDAQ:GOOG), Alphabet (NASDAQ:GOOGL), Amazon.com (NASDAQ:AMZN), NVIDIA Corp (NASDAQ:NVDA), Meta Platforms (NASDAQ:META), Tesla (NASDAQ:TSLA).
The investment seeks capital appreciation over the long term.
Under normal circumstances, the fund invests at least 80% of its assets in the securities of large capitalization companies. The sub-advisor considers "large capitalization companies" to be companies, at the time of purchase, whose market capitalizations are within the range of the market capitalizations in the Russell 1000® Index. It also may invest in derivatives such as futures, forwards and other similar instruments in order to "equitize" cash balances by gaining exposure to relevant equity markets.
The average market capitalization across the GuideMark® Large Cap Core Institutional MF is 1.2T. The market cap for tickers in the group ranges from 632.33B to 2.96T. AAPL holds the highest valuation in this group at 2.96T. The lowest valued company is BRK.B at 632.33B.
The average weekly volume growth across all stocks in the GuideMark® Large Cap Core Institutional MF was -3%. For the same stocks of the MF, the average monthly volume growth was -13% and the average quarterly volume growth was -16%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 67
P/E Growth Rating: 30
Price Growth Rating: 28
SMR Rating: 38
Profit Risk Rating: 24
Seasonality Score: -8 (-100 ... +100)