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), Broadcom Inc. (NASDAQ:AVGO), Eli Lilly & Co (NYSE:LLY), Unitedhealth Group (NYSE:UNH), Canadian Natural Resources Limited (NYSE:CNQ), Schlumberger Limited (NYSE:SLB).
Industry description
The investment seeks long-term capital appreciation.
Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of U.S. companies. This investment policy may be changed by the fund upon 60 days' prior written notice to shareholders. The fund also may invest in equity securities of foreign companies in both developed and emerging markets. It may invest in initial public offerings ("IPOs") and securities of companies with any market capitalization. The fund is non-diversified.
Market Cap
The average market capitalization across the GQG Partners US Select Quality Eq Instl MF is 1.32T. The market cap for tickers in the group ranges from 79.1B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is SLB at 79.1B.
Volume
The average weekly volume growth across all stocks in the GQG Partners US Select Quality Eq Instl MF was -26%. For the same stocks of the MF, the average monthly volume growth was 6% 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: 66
P/E Growth Rating: 59
Price Growth Rating: 43
SMR Rating: 40
Profit Risk Rating: 16
Seasonality Score: -25 (-100 ... +100)