ILESX FI Instl Grp US Lrg Cp Eq Env & Scl Val Forecast, Technical & Fundamental Analysis

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), NVIDIA Corp (NASDAQ:NVDA), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOGL), Home Depot (NYSE:HD), Salesforce (NYSE:CRM), Advanced Micro Devices (NASDAQ:AMD), Intuitive Surgical (NASDAQ:ISRG).

The investment seeks to outperform, net of fees and expenses, the S&P 500 Index (the "Benchmark"). The fund seeks to achieve its objective by investing primarily in a portfolio of equity securities of large cap issuers located in the United States. Under normal circumstances, it invests at least 80% of its assets in common stocks of U.S. large cap companies that meet its environmental, social and governance ("ESG") guidelines at the time of investment.

The average market capitalization across the FI Instl Grp US Lrg Cp Eq Env & Scl Val MF is 1.36T. The market cap for tickers in the group ranges from 44.4B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is MSCI at 44.4B.

The average weekly volume growth across all stocks in the FI Instl Grp US Lrg Cp Eq Env & Scl Val MF was -39%. For the same stocks of the MF, the average monthly volume growth was -75% and the average quarterly volume growth was -13%