Notable companies
The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOGL), VISA (NYSE:V), Unitedhealth Group (NYSE:UNH), Mastercard (NYSE:MA), Johnson & Johnson (NYSE:JNJ), Intuit (NASDAQ:INTU).
Industry description
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 classified by MSCI as developed markets, and that approximately 25%-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.
Market Cap
The average market capitalization across the Mercer Global Low Volatility Equity Y3 MF is 1T. The market cap for tickers in the group ranges from 102.59B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is ADP at 102.59B.
Volume
The average weekly volume growth across all stocks in the Mercer Global Low Volatility Equity Y3 MF was 43%. For the same stocks of the MF, the average monthly volume growth was -20% and the average quarterly volume growth was 23%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 64
P/E Growth Rating: 57
Price Growth Rating: 36
SMR Rating: 31
Profit Risk Rating: 20
Seasonality Score: -1 (-100 ... +100)