Notable companies
The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), JPMorgan Chase & Co (NYSE:JPM), VISA (NYSE:V), Unitedhealth Group (NYSE:UNH), Merck & Co (NYSE:MRK), TJX Companies (NYSE:TJX), Honeywell International (NASDAQ:HON).
Industry description
The investment seeks to provide long-term appreciation of shareholders' capital.
The fund invests primarily in equity securities of U.S. companies. It typically invests in medium and large capitalization companies, but may also invest in small capitalization companies. The fund may invest up to 20% of its net assets in the equity securities of foreign issuers.
Market Cap
The average market capitalization across the ClearBridge Appreciation IS MF is 1.33T. The market cap for tickers in the group ranges from 137.63B to 3.87T. MSFT holds the highest valuation in this group at 3.87T. The lowest valued company is HON at 137.63B.
Volume
The average weekly volume growth across all stocks in the ClearBridge Appreciation IS MF was 10%. For the same stocks of the MF, the average monthly volume growth was 48% and the average quarterly volume growth was 54%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 66
P/E Growth Rating: 53
Price Growth Rating: 41
SMR Rating: 23
Profit Risk Rating: 36
Seasonality Score: -43 (-100 ... +100)