Notable companies
The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOG), Meta Platforms (NASDAQ:META), Unitedhealth Group (NYSE:UNH), Johnson & Johnson (NYSE:JNJ).
Industry description
The investment seeks to provide investors with capital appreciation.
The fund invests, under normal market conditions, at least 80% of its assets in equity securities. Equity securities include common stock and preferred stock. It may invest in companies of any market capitalization in seeking to achieve its investment goal. These securities may be listed on an exchange or traded over-the-counter. The fund will generally hold 25 to 45 companies, with residual cash and equivalents expected to represent less than 10% of the fund's net assets. It is non-diversified.
Market Cap
The average market capitalization across the Touchstone Focused Instl MF is 1.47T. The market cap for tickers in the group ranges from 20.5B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is KOF at 20.5B.
Volume
The average weekly volume growth across all stocks in the Touchstone Focused Instl MF was 3%. For the same stocks of the MF, the average monthly volume growth was 33% and the average quarterly volume growth was -4%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 59
P/E Growth Rating: 62
Price Growth Rating: 38
SMR Rating: 33
Profit Risk Rating: 16
Seasonality Score: -40 (-100 ... +100)