Notable companies
The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Apple (NASDAQ:AAPL), Alphabet (NASDAQ:GOOGL), Microsoft Corp (NASDAQ:MSFT), Amazon.com (NASDAQ:AMZN), Broadcom Inc. (NASDAQ:AVGO), Tesla (NASDAQ:TSLA), Meta Platforms (NASDAQ:META), Eli Lilly & Co (NYSE:LLY), Mastercard (NYSE:MA).
Industry description
The investment seeks long-term capital appreciation.
The fund invests at least 80% of its net assets (including, for this purpose, and borrowing for investment purposes) in large cap growth equity securities of U.S. companies. Large cap growth equity securities are equity securities that (i) have a market capitalization of at least $3 billion at the time of investment; and (ii) are included in the Russell 1000® Growth Index, the fund’s comparative index. In addition, up to 20% of the fund’s net assets may be invested in foreign equity securities. Investments in equity securities include common stock and preferred stock.
Market Cap
The average market capitalization across the Schwab Large Cap Growth Opportunities MF is 2.46T. The market cap for tickers in the group ranges from 508.64B to 5.2T. NVDA holds the highest valuation in this group at 5.2T. The lowest valued company is MA at 508.64B.
Volume
The average weekly volume growth across all stocks in the Schwab Large Cap Growth Opportunities MF was 26%. For the same stocks of the MF, the average monthly volume growth was -3% and the average quarterly volume growth was -62%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 62
P/E Growth Rating: 68
Price Growth Rating: 46
SMR Rating: 29
Profit Risk Rating: 40
Seasonality Score: -43 (-100 ... +100)