Notable companies
The most notable companies in this group are Broadcom Inc. (NASDAQ:AVGO), Eli Lilly & Co (NYSE:LLY), Procter & Gamble Company (NYSE:PG), Merck & Co (NYSE:MRK), ABBVIE (NYSE:ABBV), Chevron Corp (NYSE:CVX), PepsiCo (NASDAQ:PEP), McDonald's Corp (NYSE:MCD), Mondelez International (NASDAQ:MDLZ).
Industry description
The investment seeks current and growing income, secondarily downside protection and thirdly long-term capital appreciation.
Under normal market conditions, the fund invests at least 80% of its assets plus borrowings for investment purposes in equity securities, primarily common stock, of companies that have historically paid dividends and have strong dividend policies. Although the fund may invest in any size companies, it primarily invests in large capitalization companies. Under normal market conditions, it typically invests in a diversified portfolio of 35 to 50 securities spread across a variety of economic sectors.
Market Cap
The average market capitalization across the Bahl & Gaynor Income Growth I MF is 379.17B. The market cap for tickers in the group ranges from 54.11B to 1.12T. AVGO holds the highest valuation in this group at 1.12T. The lowest valued company is APD at 54.11B.
Volume
The average weekly volume growth across all stocks in the Bahl & Gaynor Income Growth I MF was 64%. For the same stocks of the MF, the average monthly volume growth was 37% 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: 52
P/E Growth Rating: 57
Price Growth Rating: 48
SMR Rating: 40
Profit Risk Rating: 22
Seasonality Score: 9 (-100 ... +100)