Notable companies
The most notable companies in this group are Intel Corp (NASDAQ:INTC), Walt Disney Company (The) (NYSE:DIS), CVS HEALTH Corp (NYSE:CVS).
Industry description
The investment seeks long-term capital appreciation.
The fund invests primarily in equity securities of both U.S. and foreign companies, including companies based in developed or emerging markets. It is permitted to invest in companies of any size, but typically will not invest in companies with market capitalizations below $3 billion. Under normal market conditions, the fund will invest at least 40% of its assets in countries other than the U.S.
Market Cap
The average market capitalization across the Ariel Global Institutional MF is 557.96B. The market cap for tickers in the group ranges from 119.58B to 492.85B. INTC holds the highest valuation in this group at 492.85B. The lowest valued company is CVS at 119.58B.
Volume
The average weekly volume growth across all stocks in the Ariel Global Institutional MF was -17%. For the same stocks of the MF, the average monthly volume growth was -14% and the average quarterly volume growth was -51%
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: 44
Price Growth Rating: 40
SMR Rating: 42
Profit Risk Rating: 57
Seasonality Score: -17 (-100 ... +100)