NUEIX Northern US Quality ESG I Forecast, Technical & Fundamental Analysis

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOG), Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META), JPMorgan Chase & Co (NYSE:JPM), Home Depot (NYSE:HD), Coca-Cola Company (NYSE:KO).

The investment seeks to provide long-term capital appreciation. In seeking long-term capital appreciation, the fund will invest, under normal circumstances, at least 80% of its net assets (plus borrowings for investment purposes) in equity securities of large and mid-capitalization U.S. companies that the investment adviser believes have favorable environmental, social and governance ("ESG") characteristics under a third-party vendor's rating methodology.

The average market capitalization across the Northern US Quality ESG I MF is 1.87T. The market cap for tickers in the group ranges from 263.76B to 4.2T. NVDA holds the highest valuation in this group at 4.2T. The lowest valued company is KO at 263.76B.

The average weekly volume growth across all stocks in the Northern US Quality ESG I MF was 11%. For the same stocks of the MF, the average monthly volume growth was 17% and the average quarterly volume growth was -19%