Notable companies
The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Alphabet (NASDAQ:GOOGL), Amazon.com (NASDAQ:AMZN), Broadcom Inc. (NASDAQ:AVGO), Eli Lilly & Co (NYSE:LLY), Boston Scientific Corp (NYSE:BSX).
Industry description
The investment seeks to provide high total return consisting of capital appreciation and current income.
The fund invests in a mix of common stocks and other equity securities, including preferred equity securities, of U.S. companies of any market capitalization and fixed income securities which are primarily investment grade and may be of any maturity and any duration. Under normal circumstances, the fund will maintain at least 65% of the value of its assets in equity securities and at least 25% of the value of its assets in fixed income securities.
Market Cap
The average market capitalization across the 1919 Socially Responsive Balanced I MF is 2.11T. The market cap for tickers in the group ranges from 138.33B to 4.39T. NVDA holds the highest valuation in this group at 4.39T. The lowest valued company is ETN at 138.33B.
Volume
The average weekly volume growth across all stocks in the 1919 Socially Responsive Balanced I MF was 60%. For the same stocks of the MF, the average monthly volume growth was 30% and the average quarterly volume growth was -31%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 72
P/E Growth Rating: 100
Price Growth Rating: 35
SMR Rating: 100
Profit Risk Rating: 21
Seasonality Score: -55 (-100 ... +100)