DURPX DFA US Hi Relatv Profitability Instl Forecast, Technical & Fundamental Analysis

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Broadcom Inc. (NASDAQ:AVGO), VISA (NYSE:V), Eli Lilly & Co (NYSE:LLY), Mastercard (NYSE:MA), Home Depot (NYSE:HD), ABBVIE (NYSE:ABBV), Caterpillar (NYSE:CAT), PepsiCo (NASDAQ:PEP).

The investment seeks to achieve long-term capital appreciation. Under normal circumstances, the portfolio will invest at least 80% of its net assets in securities of U.S. companies. The portfolio may invest in ETFs for the purpose of gaining exposure to the U.S. stock market while maintaining liquidity. It may lend its portfolio securities to generate additional income.

The average market capitalization across the DFA US Hi Relatv Profitability Instl MF is 1.22T. The market cap for tickers in the group ranges from 192.27B to 3.8T. MSFT holds the highest valuation in this group at 3.8T. The lowest valued company is PEP at 192.27B.

The average weekly volume growth across all stocks in the DFA US Hi Relatv Profitability Instl MF was -67%. For the same stocks of the MF, the average monthly volume growth was 20% and the average quarterly volume growth was -12%