Notable companies
The most notable companies in this group are Apple (NASDAQ:AAPL), Mastercard (NYSE:MA), International Business Machines Corp (NYSE:IBM), Cisco Systems (NASDAQ:CSCO), KLA Corp (NASDAQ:KLAC), Intel Corp (NASDAQ:INTC), HP (NYSE:HPQ).
Industry description
The investment seeks long-term capital appreciation.
The fund invests primarily in equity securities of U.S. companies whose market capitalizations are $3 billion or more, measured at the time of purchase. Equity securities in which the fund may invest include common and preferred stocks, rights and warrants, and securities convertible into equity securities. It may also invest in the securities of other investment companies including ETFs.
Market Cap
The average market capitalization across the Applied Finance Select Institutional MF is 385.1B. The market cap for tickers in the group ranges from 14.55B to 2.62T. AAPL holds the highest valuation in this group at 2.62T. The lowest valued company is HST at 14.55B.
Volume
The average weekly volume growth across all stocks in the Applied Finance Select Institutional MF was -10%. For the same stocks of the MF, the average monthly volume growth was -9% and the average quarterly volume growth was -16%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 53
P/E Growth Rating: 40
Price Growth Rating: 39
SMR Rating: 41
Profit Risk Rating: 37
Seasonality Score: 37 (-100 ... +100)