Notable companies
The most notable companies in this group are Merck & Co (NYSE:MRK), ABBVIE (NYSE:ABBV), Coca-Cola Company (NYSE:KO), PepsiCo (NASDAQ:PEP), AstraZeneca PLC (NASDAQ:AZN), Phillips 66 (NYSE:PSX).
Industry description
The investment seeks current income with the potential for long-term capital appreciation with less volatility than the broad equity market.
The fund invests primarily in dividend paying equity securities, with at least 80% of its net assets in income generating equity securities and equity-related instruments traded on U.S. exchanges. The advisor includes common stocks and securities convertible into common stocks of companies with any market capitalization and sponsored or unsponsored American Depositary Receipts (ADRs). The fund is non-diversified.
Market Cap
The average market capitalization across the Cavanal Hill Hedged Income Institutional MF is 159.12B. The market cap for tickers in the group ranges from 5.46B to 331.75B. MRK holds the highest valuation in this group at 331.75B. The lowest valued company is MSM at 5.46B.
Volume
The average weekly volume growth across all stocks in the Cavanal Hill Hedged Income Institutional MF was 31%. For the same stocks of the MF, the average monthly volume growth was -21% and the average quarterly volume growth was 37%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 32
P/E Growth Rating: 59
Price Growth Rating: 55
SMR Rating: 48
Profit Risk Rating: 29
Seasonality Score: -2 (-100 ... +100)