The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Alphabet (NASDAQ:GOOGL), Amazon.com (NASDAQ:AMZN), VISA (NASDAQ:V), Unitedhealth Group (NASDAQ:UNH), Mastercard (NASDAQ:MA), Johnson & Johnson (NASDAQ:JNJ), Intuit (NASDAQ:INTU).
The investment seeks to provide long-term total return, which includes capital appreciation and income.
Under normal circumstances, the fund will invest at least 80% of its net assets in equity securities of U.S. and foreign issuers. It reasonably anticipates that under normal circumstances it will invest significantly in a broad range of countries, which will typically be countries represented by the MSCI World Index, and that approximately 30%-60% of its assets will be invested in equity securities of foreign issuers. In addition, the fund may invest up to 15% of its net assets in cash, cash equivalents or cash-like investments.
The average market capitalization across the Mercer Global Low Volatility Equity I MF is 766.32B. The market cap for tickers in the group ranges from 66.12B to 2.84T. MSFT holds the highest valuation in this group at 2.84T. The lowest valued company is MCO at 66.12B.
The average weekly volume growth across all stocks in the Mercer Global Low Volatility Equity I MF was -11%. For the same stocks of the MF, the average monthly volume growth was -1% and the average quarterly volume growth was -6%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 73
P/E Growth Rating: 46
Price Growth Rating: 31
SMR Rating: 35
Profit Risk Rating: 18
Seasonality Score: 7 (-100 ... +100)