The most notable companies in this group are Apple (NASDAQ:AAPL), Microsoft Corp (NASDAQ:MSFT), Alphabet (NASDAQ:GOOGL), Amazon.com (NASDAQ:AMZN), NVIDIA Corp (NASDAQ:NVDA), Unitedhealth Group (NYSE:UNH), Mastercard (NYSE:MA), Costco Wholesale Corp (NASDAQ:COST), Boston Scientific Corp (NYSE:BSX).
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.
The average market capitalization across the JPMorgan US Sustainable Leaders I MF is 507.74B. The market cap for tickers in the group ranges from 34.03B to 2.96T. AAPL holds the highest valuation in this group at 2.96T. The lowest valued company is BKR at 34.03B.
The average weekly volume growth across all stocks in the JPMorgan US Sustainable Leaders I MF was 104%. For the same stocks of the MF, the average monthly volume growth was -16% and the average quarterly volume growth was -20%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 67
P/E Growth Rating: 47
Price Growth Rating: 37
SMR Rating: 43
Profit Risk Rating: 27
Seasonality Score: 13 (-100 ... +100)