The most notable companies in this group are Apple (NASDAQ:AAPL), Microsoft Corp (NASDAQ:MSFT), Alphabet (NASDAQ:GOOG), Amazon.com (NASDAQ:AMZN), Meta Platforms (NASDAQ:META), Unitedhealth Group (NYSE:UNH), Exxon Mobil Corp (NYSE:XOM), Johnson & Johnson (NYSE:JNJ).
The investment seeks to provide investors with capital appreciation.
The fund invests, under normal market conditions, at least 80% of its assets in large capitalization equity securities. It invests primarily in issuers having a market capitalization, at the time of purchase, above $5 billion. 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 may invest up to 35% of its assets in securities of foreign issuers through the use of ordinary shares or depositary receipts such as American Depositary Receipts ("ADRs"). The fund is non-diversified.
The average market capitalization across the Touchstone Large Cap Focused R6 MF is 786.49B. The market cap for tickers in the group ranges from 364.17B to 2.95T. AAPL holds the highest valuation in this group at 2.95T. The lowest valued company is JNJ at 364.17B.
The average weekly volume growth across all stocks in the Touchstone Large Cap Focused R6 MF was -18%. For the same stocks of the MF, the average monthly volume growth was -49% and the average quarterly volume growth was -30%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 65
P/E Growth Rating: 40
Price Growth Rating: 37
SMR Rating: 33
Profit Risk Rating: 31
Seasonality Score: -4 (-100 ... +100)