Notable companies
The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), NVIDIA Corp (NASDAQ:NVDA), Apple (NASDAQ:AAPL), Alphabet (NASDAQ:GOOGL), Amazon.com (NASDAQ:AMZN), Meta Platforms (NASDAQ:META), Broadcom Inc. (NASDAQ:AVGO), Salesforce (NYSE:CRM), SERVICENOW (NYSE:NOW), Intuitive Surgical (NASDAQ:ISRG).
Industry description
The investment seeks long-term growth of capital.
The fund invests at least 80% of its assets (net assets plus any borrowings for investment purposes) in large capitalization companies, which are companies having a market capitalization in excess of $4 billion at the time of purchase. The Subadvisor invests substantially all of the fund's investable assets in domestic securities. However, the fund is permitted to invest up to 20% of its net assets in foreign securities. An issuer of a security is considered to be a U.S. or foreign issuer based on the issuer’s “country of risk” (or similar designation) as determined by a third-party such as Bloomberg.
Market Cap
The average market capitalization across the MainStay Winslow Large Cap Growth R1 MF is 1.49T. The market cap for tickers in the group ranges from 141.46B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is ISRG at 141.46B.
Volume
The average weekly volume growth across all stocks in the MainStay Winslow Large Cap Growth R1 MF was 20%. For the same stocks of the MF, the average monthly volume growth was 5% and the average quarterly volume growth was 13%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 74
P/E Growth Rating: 69
Price Growth Rating: 40
SMR Rating: 36
Profit Risk Rating: 19
Seasonality Score: 4 (-100 ... +100)