Notable companies
The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), NVIDIA Corp (NASDAQ:NVDA), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOG), JPMorgan Chase & Co (NYSE:JPM), Unitedhealth Group (NYSE:UNH), Mastercard (NYSE:MA), Costco Wholesale Corp (NASDAQ:COST).
Industry description
The investment seeks long-term capital growth.
The fund invests at least 65% of its net assets in common stocks of companies of all market capitalization ranges, although the Adviser expects that the fund will primarily invest in common stocks of large-cap companies (those with market capitalizations of at least $10 billion measured at the time of investment). It may invest in more volatile sectors, which could result in a disproportionate return or loss compared to the S&P 500® Index. The fund may invest up to 5% of its net assets in ETFs and up to 10% of its net assets in foreign stocks, which is accomplished primarily through ADRs.
Market Cap
The average market capitalization across the Monetta MF is 1.59T. The market cap for tickers in the group ranges from 402.16B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is COST at 402.16B.
Volume
The average weekly volume growth across all stocks in the Monetta MF was -23%. For the same stocks of the MF, the average monthly volume growth was 9% and the average quarterly volume growth was -38%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 79
P/E Growth Rating: 57
Price Growth Rating: 38
SMR Rating: 24
Profit Risk Rating: 12
Seasonality Score: -35 (-100 ... +100)