Notable companies
The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Salesforce (NYSE:CRM), Wells Fargo & Co (NYSE:WFC), Citigroup (NYSE:C), Elevance Health (NYSE:ELV), APA Corp (NASDAQ:APA).
Industry description
The investment seeks capital appreciation.
The fund invests under normal circumstances, at least 80% of its net assets in the common stock of companies with larger market capitalizations-within the market capitalization range of the Russell 1000® Index. It may invest a portion of its assets in equity securities of foreign companies traded in the U.S. or locally on foreign exchanges, including American Depositary Receipts (“ADRs”) and Global Depositary Receipts (“GDRs”).
Market Cap
The average market capitalization across the Wilshire Large Company Value Instl MF is 559.25B. The market cap for tickers in the group ranges from 10.68B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is APA at 10.68B.
Volume
The average weekly volume growth across all stocks in the Wilshire Large Company Value Instl MF was -41%. For the same stocks of the MF, the average monthly volume growth was 16% and the average quarterly volume growth was 20%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 52
P/E Growth Rating: 64
Price Growth Rating: 33
SMR Rating: 37
Profit Risk Rating: 44
Seasonality Score: 14 (-100 ... +100)