The most notable companies in this group are Apple (NASDAQ:AAPL), Microsoft Corp (NASDAQ:MSFT), Alphabet (NASDAQ:GOOG), Amazon.com (NASDAQ:AMZN), NVIDIA Corp (NASDAQ:NVDA), Meta Platforms (NASDAQ:META), VISA (NASDAQ:V), Mastercard (NASDAQ:MA), Adobe (NASDAQ:ADBE), Netflix (NASDAQ:NFLX).
The investment seeks to provide long-term total return, which includes capital appreciation and income.
The fund invests principally in equity securities (such as common stock) issued by large capitalization U.S. companies. It employs a "core equity" investment strategy that seeks to meet the fund's investment objective by investing in both growth- and value-oriented equity securities. Under normal circumstances, the fund will invest at least 80% of its net assets (plus borrowings for investment purposes, if any) in the equity securities of large capitalization U.S. companies.
The average market capitalization across the Mercer US Large Cap Equity Y3 MF is 897.81B. The market cap for tickers in the group ranges from 209.65B to 2.96T. AAPL holds the highest valuation in this group at 2.96T. The lowest valued company is NFLX at 209.65B.
The average weekly volume growth across all stocks in the Mercer US Large Cap Equity Y3 MF was -11%. For the same stocks of the MF, the average monthly volume growth was 2% and the average quarterly volume growth was -27%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 75
P/E Growth Rating: 42
Price Growth Rating: 22
SMR Rating: 43
Profit Risk Rating: 23
Seasonality Score: 16 (-100 ... +100)