Notable companies
The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), NVIDIA Corp (NASDAQ:NVDA), JPMorgan Chase & Co (NYSE:JPM), Mastercard (NYSE:MA), Costco Wholesale Corp (NASDAQ:COST), NetEase (NASDAQ:NTES), United Rentals (NYSE:URI).
Industry description
The investment seeks long-term capital appreciation.
The Adviser seeks to achieve the fund's investment objective by investing primarily in U.S. and non-U.S. companies. The adviser utilizes both a top-down and a bottom-up stock selection process, seeking investments in companies with attractive valuations, above average appreciation potential and competitive dividend yields. The Adviser primarily uses a sector-neutral factor model that is broadly grouped into the following four categories: momentum/risk, valuation, quality and growth to help identify market drivers. The fund is non-diversified.
Market Cap
The average market capitalization across the Morgan Stanley Instl Glbl Concntr R6 MF is 777.88B. The market cap for tickers in the group ranges from 47.7B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is URI at 47.7B.
Volume
The average weekly volume growth across all stocks in the Morgan Stanley Instl Glbl Concntr R6 MF was -35%. For the same stocks of the MF, the average monthly volume growth was -8% and the average quarterly volume growth was -49%
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: 56
Price Growth Rating: 36
SMR Rating: 32
Profit Risk Rating: 12
Seasonality Score: -40 (-100 ... +100)