Notable companies
The most notable companies in this group are Meta Platforms (NASDAQ:META), Costco Wholesale Corp (NASDAQ:COST).
Industry description
The investment seeks long-term capital appreciation.
The fund generally invests in a diversified portfolio consisting of equity securities of companies located throughout the world, including the U.S., that have a history of earning a high return on their invested capital relative to their cost of capital and that have positive growth in operating cash flow. It invests at least 80% of its assets (net assets plus any borrowings for investment purposes) in equity securities of companies across all market capitalizations. The fund may invest up to 20% of its net assets in securities issued by companies in emerging markets as determined by the fund's Subadvisor.
Market Cap
The average market capitalization across the NYLI Epoch Capital Growth Class I MF is 259.25B. The market cap for tickers in the group ranges from 12.43B to 1.24T. META holds the highest valuation in this group at 1.24T. The lowest valued company is MEDP at 12.43B.
Volume
The average weekly volume growth across all stocks in the NYLI Epoch Capital Growth Class I MF was 109%. For the same stocks of the MF, the average monthly volume growth was 40% and the average quarterly volume growth was -15%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 85
P/E Growth Rating: 46
Price Growth Rating: 45
SMR Rating: 36
Profit Risk Rating: 21
Seasonality Score: 46 (-100 ... +100)