Notable companies
The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Meta Platforms (NASDAQ:META), Broadcom Inc. (NASDAQ:AVGO), Walmart (NYSE:WMT), JPMorgan Chase & Co (NYSE:JPM), Mastercard (NYSE:MA), Merck & Co (NYSE:MRK), Lockheed Martin Corp (NYSE:LMT).
Industry description
The investment seeks total return.
The fund seeks to achieve its objective of total return, by investing in a diversified portfolio of equity and fixed income securities. Total return is composed of both income and capital appreciation. As a Balanced Fund, under normal circumstances, the fund will invest up to 70%, but not less than 25% of its total assets in equity securities. Further, under normal circumstances, it will invest at least 30%, but not less than 25% of its total assets in fixed income securities, cash and cash equivalents.
Market Cap
The average market capitalization across the Archer Balanced MF is 993.56B. The market cap for tickers in the group ranges from 42.86B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is PWR at 42.86B.
Volume
The average weekly volume growth across all stocks in the Archer Balanced MF was 2%. For the same stocks of the MF, the average monthly volume growth was 36% and the average quarterly volume growth was -10%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 74
P/E Growth Rating: 49
Price Growth Rating: 35
SMR Rating: 33
Profit Risk Rating: 11
Seasonality Score: -30 (-100 ... +100)