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), Unitedhealth Group (NYSE:UNH), Mastercard (NYSE:MA), Intuit (NASDAQ:INTU).
Industry description
The investment seeks to provide long-term capital appreciation.
The fund normally will invest at least 80% of net assets (including any borrowings for investment purposes) in the common stocks of large companies. A large company is defined as one whose market capitalization is larger than the median market capitalization of companies in the Russell 1000 Growth Index, a widely used benchmark of the largest domestic growth stocks.
Market Cap
The average market capitalization across the Homestead Growth MF is 1.58T. The market cap for tickers in the group ranges from 120B to 3.48T. NVDA holds the highest valuation in this group at 3.48T. The lowest valued company is FI at 120B.
Volume
The average weekly volume growth across all stocks in the Homestead Growth MF was 54%. For the same stocks of the MF, the average monthly volume growth was 25% and the average quarterly volume growth was -4%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 72
P/E Growth Rating: 61
Price Growth Rating: 31
SMR Rating: 33
Profit Risk Rating: 14
Seasonality Score: 15 (-100 ... +100)