The most notable companies in this group are Apple (NASDAQ:AAPL), Microsoft Corp (NASDAQ:MSFT), Alphabet (NASDAQ:GOOG), Amazon.com (NASDAQ:AMZN), Oracle Corp (NYSE:ORCL), Adobe (NASDAQ:ADBE).
The investment seeks superior long-term growth of capital.
The fund invests in equity securities that the Subadviser believes have strong growth characteristics and are undervalued in the marketplace. It invests primarily (at least 65% of its net assets) in equity securities, principally common and preferred stocks, of U.S. companies. The Subadviser tends to invest more significantly in equity securities of companies with larger market capitalizations, but may also invest in equity securities of companies with mid and small market capitalizations. The fund maintains a portfolio of approximately 30-50 stocks.
The average market capitalization across the Mar Vista Strategic Growth Retirement MF is 656.23B. The market cap for tickers in the group ranges from 6.67B to 2.96T. AAPL holds the highest valuation in this group at 2.96T. The lowest valued company is GXO at 6.67B.
The average weekly volume growth across all stocks in the Mar Vista Strategic Growth Retirement MF was -47%. For the same stocks of the MF, the average monthly volume growth was -59% and the average quarterly volume growth was -69%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 70
P/E Growth Rating: 44
Price Growth Rating: 33
SMR Rating: 44
Profit Risk Rating: 32
Seasonality Score: 9 (-100 ... +100)