Notable companies
The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META), JPMorgan Chase & Co (NYSE:JPM), Mastercard (NYSE:MA), Merck & Co (NYSE:MRK).
Industry description
The investment seeks long-term capital appreciation.
The fund invests at least 80% of its net assets in equity securities of companies with large-sized market capitalizations. The adviser defines large-cap companies as those companies with market capitalizations within the range of companies in the Russell 1000® Index at the time of investment. The fund may invest up to 25% of its net assets in securities of foreign large-cap companies that are traded in the U.S., including companies located in emerging markets, as well as American Depositary Receipts.
Market Cap
The average market capitalization across the Bright Rock Quality Large Cap Instl MF is 996.54B. The market cap for tickers in the group ranges from 105.14B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is CB at 105.14B.
Volume
The average weekly volume growth across all stocks in the Bright Rock Quality Large Cap Instl MF was -46%. For the same stocks of the MF, the average monthly volume growth was -48% and the average quarterly volume growth was -19%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 54
P/E Growth Rating: 61
Price Growth Rating: 38
SMR Rating: 36
Profit Risk Rating: 28
Seasonality Score: 31 (-100 ... +100)