ADEIX Ancora Dividend Value Equity I Forecast, Technical & Fundamental Analysis

The most notable companies in this group are Apple (NASDAQ:AAPL), Microsoft Corp (NASDAQ:MSFT), Broadcom Inc. (NASDAQ:AVGO), JPMorgan Chase & Co (NYSE:JPM), ABBVIE (NYSE:ABBV), Chevron Corp (NYSE:CVX), Unitedhealth Group (NYSE:UNH), Home Depot (NYSE:HD), EOG Resources (NYSE:EOG).

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.

The average market capitalization across the Ancora Dividend Value Equity I MF is 1.26T. The market cap for tickers in the group ranges from 79.2B to 4.54T. AAPL holds the highest valuation in this group at 4.54T. The lowest valued company is EOG at 79.2B.

The average weekly volume growth across all stocks in the Ancora Dividend Value Equity I MF was 99%. For the same stocks of the MF, the average monthly volume growth was 44% and the average quarterly volume growth was -34%