Notable companies
The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), NVIDIA Corp (NASDAQ:NVDA), Amazon.com (NASDAQ:AMZN), Meta Platforms (NASDAQ:META), Eli Lilly & Co (NYSE:LLY), Chipotle Mexican Grill (NYSE:CMG).
Industry description
The investment seeks long-term growth of capital.
The fund invests primarily in the common stocks of U.S. and foreign companies that are selected for their long-term growth potential. Under normal market conditions, it will invest significantly (generally, at least 40% of its net assets) in the securities of issuers organized or located outside the U.S. or doing business outside the U.S. or other foreign securities. The fund will invest its assets in various regions and countries, including the U.S., that encompass not less than three different countries overall.
Market Cap
The average market capitalization across the Marsico Global Institutional MF is 1.3T. The market cap for tickers in the group ranges from 79.39B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is CMG at 79.39B.
Volume
The average weekly volume growth across all stocks in the Marsico Global Institutional MF was -27%. For the same stocks of the MF, the average monthly volume growth was 1% and the average quarterly volume growth was -41%
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: 61
Price Growth Rating: 45
SMR Rating: 26
Profit Risk Rating: 15
Seasonality Score: -52 (-100 ... +100)