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:GOOGL), Meta Platforms (NASDAQ:META), Unitedhealth Group (NYSE:UNH).
Industry description
The investment seeks to achieve long-term growth of capital with lower volatility than broader equity markets.
The fund invests at least 80%, under normal circumstances, of the value of its net assets in equity securities. It will invest in publicly-traded equity securities, including common stock, preferred stock and depositary receipts, of companies of all market capitalizations. The fund may invest up to 70% of its assets in the equity securities of non-U.S. issuers, including companies that conduct their principal business activities in emerging markets or whose securities are traded principally on exchanges in emerging markets.
Market Cap
The average market capitalization across the Wilmington Global Alpha Equities A MF is 2.15T. The market cap for tickers in the group ranges from 3.51M to 3.19T. NVDA holds the highest valuation in this group at 3.19T. The lowest valued company is NOVN at 3.51M.
Volume
The average weekly volume growth across all stocks in the Wilmington Global Alpha Equities A MF was 27%. For the same stocks of the MF, the average monthly volume growth was -8% and the average quarterly volume growth was -39%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 70
P/E Growth Rating: 56
Price Growth Rating: 24
SMR Rating: 28
Profit Risk Rating: 13
Seasonality Score: -31 (-100 ... +100)