Notable companies
The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), NVIDIA Corp (NASDAQ:NVDA), Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META), Broadcom Inc. (NASDAQ:AVGO), Eli Lilly & Co (NYSE:LLY), Walmart (NYSE:WMT), VISA (NYSE:V), Unitedhealth Group (NYSE:UNH).
Industry description
The investment seeks capital appreciation.
The fund seeks to achieve its investment objective by investing primarily in large and mid-cap U.S. common stocks, and employs defensive techniques, including strategic portfolio positioning, to achieve lower overall volatility as compared to the market generally. The fund will invest not less than 80% of the value of its net assets in the equity securities of U.S. companies.
Market Cap
The average market capitalization across the Horizon Multi-Factor U.S. Equity Inv MF is 1.36T. The market cap for tickers in the group ranges from 451.47B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is UNH at 451.47B.
Volume
The average weekly volume growth across all stocks in the Horizon Multi-Factor U.S. Equity Inv MF was -27%. For the same stocks of the MF, the average monthly volume growth was 3% and the average quarterly volume growth was -41%
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: 49
Price Growth Rating: 34
SMR Rating: 37
Profit Risk Rating: 10
Seasonality Score: -33 (-100 ... +100)