The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Alphabet (NASDAQ:GOOGL), Salesforce (NASDAQ:CRM), Elevance Health (NASDAQ:ELV), Colgate-Palmolive Company (NASDAQ:CL), Prudential Financial (NASDAQ:PRU).
The investment seeks to outperform the S&P 500® Index over a market cycle while reducing overall volatility.
The fund normally invests at least 80% of its net assets (including borrowings for investment purposes) in equity securities, primarily common stocks, of companies within the Russell 1000® Index and S&P 500® Index. Its investments will generally consist of securities, which may include common stocks, preferred stocks, warrants to acquire common stock, and securities convertible into common stock. The fund purchases equity securities traded in the U.S. on registered exchanges or the over-the-counter market.
The average market capitalization across the SGI US Large Cap Equity A MF is 341.2B. The market cap for tickers in the group ranges from 21.36B to 2.84T. MSFT holds the highest valuation in this group at 2.84T. The lowest valued company is MOH at 21.36B.
The average weekly volume growth across all stocks in the SGI US Large Cap Equity A MF was -6%. For the same stocks of the MF, the average monthly volume growth was 16% and the average quarterly volume growth was 13%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 54
P/E Growth Rating: 54
Price Growth Rating: 37
SMR Rating: 48
Profit Risk Rating: 37
Seasonality Score: 7 (-100 ... +100)