KLGNX NYLI WMC Growth Investor Class Forecast, Technical & Fundamental Analysis

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOG), Meta Platforms (NASDAQ:META), Eli Lilly & Co (NYSE:LLY), Mastercard (NYSE:MA), Advanced Micro Devices (NASDAQ:AMD), Uber Technologies (NYSE:UBER).

The investment seeks long-term growth of capital. The fund invests primarily in stocks of large-capitalization U.S. companies considered to have above-average earnings growth potential and reasonable stock prices in comparison with expected earnings. Under normal circumstances, at least 80% of its assets will be invested in securities issued by U.S. companies. The Subadvisor employs a traditional, bottom-up fundamental research approach to identify securities that possess sustainable growth at reasonable valuations.

The average market capitalization across the NYLI WMC Growth Investor Class MF is 1.61T. The market cap for tickers in the group ranges from 160.26B to 3.48T. NVDA holds the highest valuation in this group at 3.48T. The lowest valued company is UBER at 160.26B.

The average weekly volume growth across all stocks in the NYLI WMC Growth Investor Class MF was 52%. For the same stocks of the MF, the average monthly volume growth was 30% and the average quarterly volume growth was -6%