Notable companies
The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOGL), Mastercard (NYSE:MA), Salesforce (NYSE:CRM).
Industry description
The investment seeks high total investment return through a combination of capital appreciation and current income.
Under normal market conditions, the fund will invest at least 80% of its net assets (plus any borrowings made for investment purposes) in equity and fixed-income securities of U.S. and foreign issuers. Equity securities purchased by the fund may include common stocks, preferred stocks, depositary receipts, warrants, securities convertible into common or preferred stocks, interests in real estate investment trusts ("REITs") and/or real estate-related securities and other equity-like interests in an issuer.
Market Cap
The average market capitalization across the Loomis Sayles Global Allocation A MF is 1.13T. The market cap for tickers in the group ranges from 136.78B to 3.19T. NVDA holds the highest valuation in this group at 3.19T. The lowest valued company is SPGI at 136.78B.
Volume
The average weekly volume growth across all stocks in the Loomis Sayles Global Allocation A MF was 25%. For the same stocks of the MF, the average monthly volume growth was -10% and the average quarterly volume growth was -43%
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: 73
Price Growth Rating: 32
SMR Rating: 38
Profit Risk Rating: 18
Seasonality Score: -4 (-100 ... +100)