Notable companies
The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META), Broadcom Inc. (NASDAQ:AVGO), VISA (NYSE:V), Exxon Mobil Corp (NYSE:XOM), PayPal Holdings (NASDAQ:PYPL).
Industry description
The investment seeks long-term capital growth.
To pursue its investment objective, the fund invests primarily in U.S. stocks. Under normal circumstances, it pursues its goal by investing at least 80% of its net assets (including, for this purpose, any borrowings for investment purposes) in equity securities of U.S. companies. The fund may invest in derivatives, principally futures contracts, primarily to seek returns on the fund’s otherwise uninvested cash assets. It may invest in exchange-traded funds (ETFs) and stocks of real estate investment trusts (REITs).
Market Cap
The average market capitalization across the Schwab Core Equity MF is 1.3T. The market cap for tickers in the group ranges from 47.28B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is FIS at 47.28B.
Volume
The average weekly volume growth across all stocks in the Schwab Core Equity MF was 61%. For the same stocks of the MF, the average monthly volume growth was 90% and the average quarterly volume growth was 51%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 74
P/E Growth Rating: 54
Price Growth Rating: 38
SMR Rating: 47
Profit Risk Rating: 32
Seasonality Score: 14 (-100 ... +100)