The most notable companies in this group are Apple (NASDAQ:AAPL), Microsoft Corp (NASDAQ:MSFT), Alphabet (NASDAQ:GOOGL), Alphabet (NASDAQ:GOOG), Amazon.com (NASDAQ:AMZN), NVIDIA Corp (NASDAQ:NVDA), Tesla (NASDAQ:TSLA), Meta Platforms (NASDAQ:META), Unitedhealth Group (NYSE:UNH), Mastercard (NYSE:MA).
The investment seeks to provide long term capital growth on an after-tax basis.
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 large capitalization companies economically tied to the U.S. The fund invests principally in common stocks of large capitalization U.S. companies. The managers define large capitalization stocks as stocks of those companies represented by the S&P 500® Index or within the capitalization range of the S&P 500® Index.
The average market capitalization across the Russell Inv Tax-Managed US Large Cap M MF is 691.15B. The market cap for tickers in the group ranges from 386.8B to 2.74T. AAPL holds the highest valuation in this group at 2.74T. The lowest valued company is MA at 386.8B.
The average weekly volume growth across all stocks in the Russell Inv Tax-Managed US Large Cap M MF was -4%. For the same stocks of the MF, the average monthly volume growth was -5% and the average quarterly volume growth was -16%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 75
P/E Growth Rating: 46
Price Growth Rating: 36
SMR Rating: 39
Profit Risk Rating: 35
Seasonality Score: -30 (-100 ... +100)