SJGIX Steward Large Cap Growth I Forecast, Technical & Fundamental Analysis

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Apple (NASDAQ:AAPL), Alphabet (NASDAQ:GOOGL), Microsoft Corp (NASDAQ:MSFT), Broadcom Inc. (NASDAQ:AVGO), Meta Platforms (NASDAQ:META), Tesla (NASDAQ:TSLA), Micron Technology (NASDAQ:MU), VISA (NYSE:V), Mastercard (NYSE:MA).

The investment seeks long-term capital appreciation. The fund’s principal investment strategy is to invest in a portfolio of large‑cap growth securities, subject to the limitations of the fund’s values-based screening policies. Under normal circumstances, it invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in securities of large-cap growth 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.

The average market capitalization across the Steward Large Cap Growth I MF is 1.99T. The market cap for tickers in the group ranges from 495.16B to 5.37T. NVDA holds the highest valuation in this group at 5.37T. The lowest valued company is MA at 495.16B.

The average weekly volume growth across all stocks in the Steward Large Cap Growth I MF was 117%. For the same stocks of the MF, the average monthly volume growth was 96% and the average quarterly volume growth was -47%