Notable companies
The most notable companies in this group are Meta Platforms (NASDAQ:META), Cisco Systems (NASDAQ:CSCO), Applied Materials (NASDAQ:AMAT), TJX Companies (NYSE:TJX), Booking Holdings (NASDAQ:BKNG), CME Group (NASDAQ:CME), Autodesk (NASDAQ:ADSK), Hewlett Packard Enterprise Company (NYSE:HPE).
Industry description
The investment seeks long-term capital appreciation consistent with reasonable risk to principal.
Under normal market circumstances, the portfolio invests at least 80% of the value of its net assets (including borrowings for investment purposes) in equity securities, such as common stocks and preferred stocks, of U.S. small and medium (“SMID”) cap companies that Glenmede Investment Management LP (the “Advisor”) believes are undervalued.
Market Cap
The average market capitalization across the Glenmede SMID Core Equity Advisor MF is 260.45B. The market cap for tickers in the group ranges from 16.83B to 1.51T. META holds the highest valuation in this group at 1.51T. The lowest valued company is NVT at 16.83B.
Volume
The average weekly volume growth across all stocks in the Glenmede SMID Core Equity Advisor MF was 57%. For the same stocks of the MF, the average monthly volume growth was 10% and the average quarterly volume growth was 312%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 55
P/E Growth Rating: 30
Price Growth Rating: 42
SMR Rating: 35
Profit Risk Rating: 28
Seasonality Score: 34 (-100 ... +100)