Notable companies
The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Apple (NASDAQ:AAPL), Alphabet (NASDAQ:GOOGL), Microsoft Corp (NASDAQ:MSFT), Amazon.com (NASDAQ:AMZN), Broadcom Inc. (NASDAQ:AVGO), VISA (NYSE:V), Mastercard (NYSE:MA), Bank of America Corp (NYSE:BAC), Citigroup (NYSE:C).
Industry description
The investment seeks long-term capital appreciation.
The fund’s principal investment strategy is to invest in a portfolio of large‑cap equity securities, subject to the limitations of the fund’s values-based screening policies. Under normal market conditions, it invests at least 80% of its assets in securities of large‑cap companies. The fund may invest a portion of its assets in small- and mid‑cap companies. It may also invest in other investment companies and real estate investment trusts.
Market Cap
The average market capitalization across the Steward Large Cap Core I MF is 1.89T. The market cap for tickers in the group ranges from 220.83B to 5.2T. NVDA holds the highest valuation in this group at 5.2T. The lowest valued company is C at 220.83B.
Volume
The average weekly volume growth across all stocks in the Steward Large Cap Core I MF was 23%. For the same stocks of the MF, the average monthly volume growth was -18% and the average quarterly volume growth was -58%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 65
P/E Growth Rating: 69
Price Growth Rating: 43
SMR Rating: 18
Profit Risk Rating: 42
Seasonality Score: -53 (-100 ... +100)