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:GOOGL), Meta Platforms (NASDAQ:META), Broadcom Inc. (NASDAQ:AVGO), Johnson & Johnson (NYSE:JNJ), Cisco Systems (NASDAQ:CSCO).
Industry description
The investment seeks to outperform the S&P 500® Index over most annual periods.
The fund invests in long and short positions of equity and equity-related securities. The Adviser will invest a portion of the assets in securities intended to track the performance of the S&P 500® Index and additional exposure to a long/short portfolio, consisting of long and short positions, generally selected from the largest 500 to 700 U.S. companies by market capitalization. The fund is not a passive index fund, but instead utilizes an enhanced index or "index plus" strategy.
Market Cap
The average market capitalization across the Gotham Index Plus Institutional MF is 1.83T. The market cap for tickers in the group ranges from 202.5B to 3.43T. NVDA holds the highest valuation in this group at 3.43T. The lowest valued company is CSCO at 202.5B.
Volume
The average weekly volume growth across all stocks in the Gotham Index Plus Institutional MF was -62%. For the same stocks of the MF, the average monthly volume growth was -51% and the average quarterly volume growth was -57%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 64
P/E Growth Rating: 52
Price Growth Rating: 30
SMR Rating: 33
Profit Risk Rating: 16
Seasonality Score: -5 (-100 ... +100)