The most notable companies in this group are Apple (NASDAQ:AAPL), Microsoft Corp (NASDAQ:MSFT), Alphabet (NASDAQ:GOOGL), Alphabet (NASDAQ:GOOG), Amazon.com (NASDAQ:AMZN), NVIDIA Corp (NASDAQ:NVDA), Tesla (NASDAQ:TSLA), Meta Platforms (NASDAQ:META), Unitedhealth Group (NYSE:UNH), JPMorgan Chase & Co (NYSE:JPM).
The investment seeks to replicate as closely as possible the performance of the Wilshire 5000 Index SM before the deduction of index fund expenses.
The fund invests at least 80% of its assets in the equity securities of companies included in the index that are representative of the index. The managers may use enhanced “stratified sampling” techniques in an attempt to replicate the performance of the index. The fund normally holds stocks representing at least 90% of the total market value of the index.
The average market capitalization across the Wilshire 5000 Index Instl MF is 1.12T. The market cap for tickers in the group ranges from 423.5B to 2.73T. AAPL holds the highest valuation in this group at 2.73T. The lowest valued company is JPM at 423.5B.
The average weekly volume growth across all stocks in the Wilshire 5000 Index Instl MF was -34%. For the same stocks of the MF, the average monthly volume growth was -21% and the average quarterly volume growth was -6%
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: 41
Price Growth Rating: 40
SMR Rating: 34
Profit Risk Rating: 23
Seasonality Score: -27 (-100 ... +100)