Notable companies
The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), NVIDIA Corp (NASDAQ:NVDA), Apple (NASDAQ:AAPL), Alphabet (NASDAQ:GOOGL), Amazon.com (NASDAQ:AMZN), Unitedhealth Group (NYSE:UNH), Mastercard (NYSE:MA), Costco Wholesale Corp (NASDAQ:COST), Bank of America Corp (NYSE:BAC), Lowe's Companies (NYSE:LOW).
Industry description
The investment seeks to provide long-term capital appreciation.
The fund primarily invests in large-cap and mid-cap common stocks, and under normal circumstances, it invests at least 80% of its assets in the equity securities of U.S. companies meeting the adviser’s sustainability criteria. The adviser’s sustainability criteria are based on a proprietary scoring methodology, which includes an assessment of environmental, social and corporate governance (ESG) characteristics, qualitative factors, and the adviser’s subjective judgment as to which companies are sustainable leaders.
Market Cap
The average market capitalization across the JPMorgan US Sustainable Leaders R6 MF is 1.41T. The market cap for tickers in the group ranges from 145.75B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is LOW at 145.75B.
Volume
The average weekly volume growth across all stocks in the JPMorgan US Sustainable Leaders R6 MF was 19%. For the same stocks of the MF, the average monthly volume growth was 10% and the average quarterly volume growth was 11%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 70
P/E Growth Rating: 55
Price Growth Rating: 36
SMR Rating: 23
Profit Risk Rating: 16
Seasonality Score: 17 (-100 ... +100)