Notable companies
The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOGL), VISA (NYSE:V), Mastercard (NYSE:MA), Uber Technologies (NYSE:UBER), CME Group (NASDAQ:CME).
Industry description
The investment seeks long-term capital appreciation.
Under normal circumstances, the fund will invest at least 80% of its net assets in securities issued by large-capitalization companies, which the Adviser defines as companies having a market capitalization, at the time of purchase, within the range of the market capitalization of companies constituting the Russell 1000® Growth Index. It may invest in real estate investment trusts (“REITs”). The fund is non-diversified.
Market Cap
The average market capitalization across the Jackson Square Large-Cap Growth Instl MF is 1.22T. The market cap for tickers in the group ranges from 67.7B to 3.3T. NVDA holds the highest valuation in this group at 3.3T. The lowest valued company is CP at 67.7B.
Volume
The average weekly volume growth across all stocks in the Jackson Square Large-Cap Growth Instl MF was 62%. For the same stocks of the MF, the average monthly volume growth was 64% and the average quarterly volume growth was -29%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 82
P/E Growth Rating: 65
Price Growth Rating: 39
SMR Rating: 33
Profit Risk Rating: 18
Seasonality Score: 5 (-100 ... +100)