Notable companies
The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), NVIDIA Corp (NASDAQ:NVDA), Apple (NASDAQ:AAPL).
Industry description
The investment seeks long-term capital appreciation.
Under normal circumstances, the fund will invest, directly or indirectly, at least 80% of its net assets in equity securities of U.S. companies. It may invest in securities and other instruments either directly or by investing in shares of registered, open-end investment companies and exchange-traded funds (“ETFs”) (collectively, “underlying funds”). The fund may also invest in real estate investment trusts (“REITs”).
Market Cap
The average market capitalization across the Symmetry Panoramic US Equity I MF is 1.77T. The market cap for tickers in the group ranges from 2.62T to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is AAPL at 2.62T.
Volume
The average weekly volume growth across all stocks in the Symmetry Panoramic US Equity I MF was -13%. For the same stocks of the MF, the average monthly volume growth was -23% and the average quarterly volume growth was -20%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 86
P/E Growth Rating: 55
Price Growth Rating: 21
SMR Rating: 28
Profit Risk Rating: 16
Seasonality Score: -14 (-100 ... +100)