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TLGUX
Mutual Fund ticker: NASDAQ
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TLGUX price forecast, quote, news & analysis

Category: @Large Blend
A.I.Advisor
published Highlights

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:GOOG), Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META), VISA (NYSE:V), JPMorgan Chase & Co (NYSE:JPM).

Industry description

The investment seeks capital appreciation. The fund normally invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in the equity securities of large capitalization (or "cap") companies or in other investments with similar economic characteristics. The advisor defines large cap companies as companies whose market capitalizations typically fall within the range of the Russell 1000® Index. The fund may invest up to 10% of its assets in the securities of foreign issuers that are not traded on a U.S. exchange or the U.S. over-the-counter market. It may also lend portfolio securities to earn additional income.

Market Cap

The average market capitalization across the Morgan Stanley Pathway Large Cap Eq MF is 1.78T. The market cap for tickers in the group ranges from 136.78B to 3.48T. NVDA holds the highest valuation in this group at 3.48T. The lowest valued company is SPGI at 136.78B.

Volume

The average weekly volume growth across all stocks in the Morgan Stanley Pathway Large Cap Eq MF was 52%. For the same stocks of the MF, the average monthly volume growth was 28% and the average quarterly volume growth was -3%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 79
P/E Growth Rating: 70
Price Growth Rating: 35
SMR Rating: 26
Profit Risk Rating: 16
Seasonality Score: 3 (-100 ... +100)
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A.I.Advisor
published price charts
A.I. Advisor
published General Information

General Information

Category LargeBlend

Profile
Fundamentals
Details
Category
Large Blend
Address
Consulting Group Capital Markets Funds222 Delaware Avenue,7 Th FloorWilmington
Phone
N/A
Web
www.smithbarney.com