The most notable companies in this group are Apple (NASDAQ:AAPL), Microsoft Corp (NASDAQ:MSFT), Alphabet (NASDAQ:GOOGL), Amazon.com (NASDAQ:AMZN), Unitedhealth Group (NYSE:UNH).
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.
The average market capitalization across the Wilmington Global Alpha Equities A MF is 703.96B. The market cap for tickers in the group ranges from 3.51M to 2.7T. AAPL holds the highest valuation in this group at 2.7T. The lowest valued company is NOVN at 3.51M.
The average weekly volume growth across all stocks in the Wilmington Global Alpha Equities A MF was -15%. For the same stocks of the MF, the average monthly volume growth was 20% and the average quarterly volume growth was -17%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 55
P/E Growth Rating: 41
Price Growth Rating: 48
SMR Rating: 44
Profit Risk Rating: 30
Seasonality Score: 19 (-100 ... +100)