Notable companies
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), Broadcom Inc. (NASDAQ:AVGO), Eli Lilly & Co (NYSE:LLY).
Industry description
The investment seeks long-term capital appreciation.
Under normal circumstances, the fund will invest at least 80% of its assets in the securities of large-cap companies included in the fund’s benchmark index that pass the fund’s values-based screens. The companies included in the benchmark index represent a broad spectrum of the U.S. economy and are generally U.S. issuers. Its investments may also include other investment companies and real estate investment trusts.
Market Cap
The average market capitalization across the Steward Values Enhanced Lg Cap Index I MF is 2T. The market cap for tickers in the group ranges from 632.33B to 3.48T. NVDA holds the highest valuation in this group at 3.48T. The lowest valued company is BRK.B at 632.33B.
Volume
The average weekly volume growth across all stocks in the Steward Values Enhanced Lg Cap Index I MF was 54%. For the same stocks of the MF, the average monthly volume growth was 31% and the average quarterly volume growth was -2%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 76
P/E Growth Rating: 69
Price Growth Rating: 41
SMR Rating: 32
Profit Risk Rating: 13
Seasonality Score: 3 (-100 ... +100)