Notable companies
The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Broadcom Inc. (NASDAQ:AVGO), JPMorgan Chase & Co (NYSE:JPM), Unitedhealth Group (NYSE:UNH), Home Depot (NYSE:HD), ABBVIE (NYSE:ABBV), Chevron Corp (NYSE:CVX), EOG Resources (NYSE:EOG).
Industry description
The investment seeks to provide growth of income and long-term capital appreciation.
Under normal circumstances, at least 80% of the assets of the fund will be invested in dividend paying equity securities with attractive dividend growth potential that are selling at discounted valuations at the time of purchase. It will invest predominantly in equity securities of large companies. The Advisor may select companies not domiciled in the U.S. by investing in ADRs limited to 25% of the fund.
Market Cap
The average market capitalization across the Ancora Dividend Value Equity I MF is 872.19B. The market cap for tickers in the group ranges from 74.15B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is EOG at 74.15B.
Volume
The average weekly volume growth across all stocks in the Ancora Dividend Value Equity I MF was 111%. For the same stocks of the MF, the average monthly volume growth was 39% and the average quarterly volume growth was 127%
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: 36
Price Growth Rating: 49
SMR Rating: 32
Profit Risk Rating: 15
Seasonality Score: 10 (-100 ... +100)