The most notable companies in this group are Alphabet (NASDAQ:GOOG), Amazon.com (NASDAQ:AMZN), Union Pacific Corp (NYSE:UNP).
The investment seeks long-term capital appreciation.
Under normal market conditions, the Adviser seeks to achieve the fund's investment objective by investing primarily in equity securities of established companies located in the United States, with capitalizations within the range of companies included in the S&P 500® Index. The Adviser emphasizes a bottom-up stock selection process, seeking attractive investments on an individual company basis. In selecting securities for investment, the Adviser typically invests in companies the advisor believes have strong name recognition and sustainable competitive advantages.
The average market capitalization across the Morgan Stanley Inst Permanence I MF is 275.32B. The market cap for tickers in the group ranges from 3.23B to 1.73T. GOOG holds the highest valuation in this group at 1.73T. The lowest valued company is ERF at 3.23B.
The average weekly volume growth across all stocks in the Morgan Stanley Inst Permanence I MF was -50%. For the same stocks of the MF, the average monthly volume growth was -55% and the average quarterly volume growth was -57%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 76
P/E Growth Rating: 55
Price Growth Rating: 35
SMR Rating: 57
Profit Risk Rating: 38
Seasonality Score: 5 (-100 ... +100)