Notable companies
The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOG).
Industry description
The investment seeks long-term capital growth.
Under normal circumstances, the fund pursues its objective by investing at least 80% of its assets in large-capitalization securities that the Adviser considers having “core” characteristics. The fund manager defines “core” as investments that typically represent a balance between value and growth investing. The fund will primarily invest in equity securities, including common stocks, REITs, options, warrants, convertible debt securities of U.S. and U.S. dollar-denominated foreign issuers, and American Depositary Receipts (“ADRs”).
Market Cap
The average market capitalization across the NAA Large Core P MF is 2.55T. The market cap for tickers in the group ranges from 1.94T to 3.19T. NVDA holds the highest valuation in this group at 3.19T. The lowest valued company is GOOG at 1.94T.
Volume
The average weekly volume growth across all stocks in the NAA Large Core P MF was 29%. For the same stocks of the MF, the average monthly volume growth was -11% and the average quarterly volume growth was -45%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 85
P/E Growth Rating: 61
Price Growth Rating: 18
SMR Rating: 23
Profit Risk Rating: 11
Seasonality Score: -42 (-100 ... +100)