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:GOOGL), Meta Platforms (NASDAQ:META).
Industry description
The investment seeks long-term capital appreciation.
The fund will normally invest at least 80% of its assets in equity securities of U.S.-based companies, and may invest up to 100% of its assets in such securities. It seeks to provide broad U.S. equity exposure across market capitalizations and investment styles and has the flexibility to invest in large-cap, mid-cap, and small-cap common stocks across the growth and value style spectrum. The fund may also invest in real estate investment trusts (REITs), master limited partnerships and non-U.S. companies.
Market Cap
The average market capitalization across the Morningstar US Equity MF is 2.3T. The market cap for tickers in the group ranges from 1.24T to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is META at 1.24T.
Volume
The average weekly volume growth across all stocks in the Morningstar US Equity MF was 89%. For the same stocks of the MF, the average monthly volume growth was 80% and the average quarterly volume growth was -9%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 78
P/E Growth Rating: 73
Price Growth Rating: 33
SMR Rating: 25
Profit Risk Rating: 16
Seasonality Score: -50 (-100 ... +100)