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), JPMorgan Chase & Co (NYSE:JPM), Costco Wholesale Corp (NASDAQ:COST), Oracle Corp (NYSE:ORCL), ABBVIE (NYSE:ABBV), Caterpillar (NYSE:CAT).
Industry description
The investment seeks to provide capital appreciation with a secondary objective of current income.
The fund's advisor focuses on the large cap value segment of the U.S. equity market. It invests at least 80% of its total assets in large cap equity securities of companies in the value segment of the market. The advisor considers a company to be a large cap company if it has a market capitalization of $5 billion or greater at the time of purchase. To earn current income, the fund will invest in the equity securities of companies that have a proven history of paying consistent dividends. It may also invest in MLPs.
Market Cap
The average market capitalization across the Spirit of America Large Cap Value Inst MF is 1.52T. The market cap for tickers in the group ranges from 181.64B to 3.19T. NVDA holds the highest valuation in this group at 3.19T. The lowest valued company is CAT at 181.64B.
Volume
The average weekly volume growth across all stocks in the Spirit of America Large Cap Value Inst MF was 18%. For the same stocks of the MF, the average monthly volume growth was -11% 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: 76
P/E Growth Rating: 50
Price Growth Rating: 30
SMR Rating: 19
Profit Risk Rating: 9
Seasonality Score: -9 (-100 ... +100)