Notable companies
The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Alphabet (NASDAQ:GOOG), VISA (NYSE:V), JPMorgan Chase & Co (NYSE:JPM), Unitedhealth Group (NYSE:UNH), Johnson & Johnson (NYSE:JNJ), Accenture PLC (NYSE:ACN), ConocoPhillips (NYSE:COP).
Industry description
The investment seeks long-term capital growth through an actively managed portfolio of stocks.
The fund invests, under normal circumstances, at least 80% of its assets in a diversified portfolio of domestic equity securities, such as common stock. It may invest in companies of any size, but generally focuses on large capitalization companies. The Adviser evaluates how financially material environmental, social, and governance (ESG) factors may affect a company's revenues, expenses, assets, liabilities, and overall risk.
Market Cap
The average market capitalization across the Boston Trust Walden Equity MF is 1.02T. The market cap for tickers in the group ranges from 134.94B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is SYK at 134.94B.
Volume
The average weekly volume growth across all stocks in the Boston Trust Walden Equity MF was 5%. For the same stocks of the MF, the average monthly volume growth was 39% and the average quarterly volume growth was -13%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 59
P/E Growth Rating: 55
Price Growth Rating: 40
SMR Rating: 29
Profit Risk Rating: 16
Seasonality Score: -28 (-100 ... +100)