Notable companies
The most notable companies in this group are Broadcom Inc. (NASDAQ:AVGO), Wells Fargo & Co (NYSE:WFC), Comcast Corp (NASDAQ:CMCSA), Elevance Health (NYSE:ELV), US Bancorp (NYSE:USB), American International Group (NYSE:AIG).
Industry description
The investment seeks income and capital appreciation.
Under normal circumstances, between 50% and 70% of the fund's total assets are invested in equity securities and between 30% and 50% of the fund's total assets are invested in debt securities. The fund’s equity investments may include common stocks, preferred stocks, convertible securities, master limited partnerships (“MLPs”), REITs, depositary receipts, which may include ADRs and GDRs, and U.S. dollar-denominated foreign stocks traded on U.S. exchanges.
Market Cap
The average market capitalization across the American Beacon Balanced R5 MF is 182.68B. The market cap for tickers in the group ranges from 30.71B to 769.9B. AVGO holds the highest valuation in this group at 769.9B. The lowest valued company is VRT at 30.71B.
Volume
The average weekly volume growth across all stocks in the American Beacon Balanced R5 MF was 17%. For the same stocks of the MF, the average monthly volume growth was 3% and the average quarterly volume growth was 11%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 61
P/E Growth Rating: 40
Price Growth Rating: 37
SMR Rating: 58
Profit Risk Rating: 47
Seasonality Score: 41 (-100 ... +100)