The most notable companies in this group are Apple (NASDAQ:AAPL), Microsoft Corp (NASDAQ:MSFT), Alphabet (NASDAQ:GOOGL), Amazon.com (NASDAQ:AMZN), NVIDIA Corp (NASDAQ:NVDA), Meta Platforms (NASDAQ:META), Tesla (NASDAQ:TSLA), Eli Lilly & Co (NYSE:LLY), Exxon Mobil Corp (NYSE:XOM).
The investment seeks to provide long term capital growth.
The fund has a non-fundamental policy to invest, under normal circumstances, at least 80% of the value of its net assets plus borrowings for investment purposes in equity securities economically tied to the U.S. It invests principally in common stocks of large and medium capitalization U.S. companies but may also invest in small capitalization U.S. companies. The manager defines large and medium capitalization stocks as stocks of those companies represented by the Russell 1000® Index or within the capitalization range of the Russell 1000® Index.
The average market capitalization across the Russell Inv Multifactor US Equity M MF is 1.03T. The market cap for tickers in the group ranges from 418.92B to 2.95T. AAPL holds the highest valuation in this group at 2.95T. The lowest valued company is XOM at 418.92B.
The average weekly volume growth across all stocks in the Russell Inv Multifactor US Equity M MF was -7%. For the same stocks of the MF, the average monthly volume growth was -32% and the average quarterly volume growth was -40%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 66
P/E Growth Rating: 37
Price Growth Rating: 31
SMR Rating: 36
Profit Risk Rating: 28
Seasonality Score: -8 (-100 ... +100)