SEEHX Steward Values Enhanced Lg Cap R6 Forecast, Technical & Fundamental Analysis

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOG), Alphabet (NASDAQ:GOOGL), Broadcom Inc. (NASDAQ:AVGO), Meta Platforms (NASDAQ:META), Eli Lilly & Co (NYSE:LLY).

The investment seeks long-term capital appreciation. Under normal circumstances, the fund will invest at least 80% of its assets in the securities of large-cap companies included in the fund’s benchmark index that pass the fund’s values-based screens. The companies included in the benchmark index represent a broad spectrum of the U.S. economy and are generally U.S. issuers. Its investments may also include other investment companies and real estate investment trusts.

The average market capitalization across the Steward Values Enhanced Lg Cap R6 MF is 2.13T. The market cap for tickers in the group ranges from 632.33B to 3.89T. NVDA holds the highest valuation in this group at 3.89T. The lowest valued company is BRK.B at 632.33B.

The average weekly volume growth across all stocks in the Steward Values Enhanced Lg Cap R6 MF was -34%. For the same stocks of the MF, the average monthly volume growth was -36% and the average quarterly volume growth was -28%