The most notable companies in this group are Apple (NASDAQ:AAPL), Microsoft Corp (NASDAQ:MSFT), Alphabet (NASDAQ:GOOGL), Broadcom (NASDAQ:AVGO), Unitedhealth Group (NYSE:UNH), Mastercard (NYSE:MA), Costco Wholesale Corp (NASDAQ:COST), Accenture PLC (NYSE:ACN), Microchip Technology (NASDAQ:MCHP).
The investment seeks capital appreciation; income is a secondary consideration.
The fund invests in equity securities of U.S.-based companies whose growth, cash flow, earnings and dividend prospects are promising and whose securities are reasonably priced and have the potential for capital appreciation in the opinion of the Adviser. The Adviser looks for companies with strong balance sheets, attractive return on capital and sustainable earnings growth.
The average market capitalization across the AMF Large Cap Equity H MF is 591.6B. The market cap for tickers in the group ranges from 45.05B to 2.95T. AAPL holds the highest valuation in this group at 2.95T. The lowest valued company is MCHP at 45.05B.
The average weekly volume growth across all stocks in the AMF Large Cap Equity H MF was -12%. For the same stocks of the MF, the average monthly volume growth was -22% 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: 62
P/E Growth Rating: 50
Price Growth Rating: 30
SMR Rating: 36
Profit Risk Rating: 17
Seasonality Score: 0 (-100 ... +100)