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:GOOGL), VISA (NYSE:V), Mastercard (NYSE:MA), Home Depot (NYSE:HD), Salesforce (NYSE:CRM), Adobe (NASDAQ:ADBE).
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 1.53T. The market cap for tickers in the group ranges from 224.95B to 3.19T. NVDA holds the highest valuation in this group at 3.19T. The lowest valued company is ADBE at 224.95B.
Volume
The average weekly volume growth across all stocks in the Steward Large Cap Core I MF was 28%. For the same stocks of the MF, the average monthly volume growth was -7% 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: 82
P/E Growth Rating: 62
Price Growth Rating: 25
SMR Rating: 33
Profit Risk Rating: 19
Seasonality Score: -13 (-100 ... +100)