Notable companies
The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Broadcom Inc. (NASDAQ:AVGO), Walmart (NYSE:WMT), Merck & Co (NYSE:MRK), Coca-Cola Company (NYSE:KO), QUALCOMM (NASDAQ:QCOM), Morgan Stanley (NYSE:MS).
Industry description
The investment seeks current income and capital appreciation.
Under normal circumstances, the fund will invest at least 80% of its net assets in equity securities that either have paid a dividend in the 12 months prior to purchase, or are expected by the Adviser to pay a dividend within 12 months following the fund's purchase of the security. It will invest, under normal market conditions, in at least three different countries, one of which will be the United States. The fund will also invest at least 40% of its assets in foreign securities.
Market Cap
The average market capitalization across the Blue Current Global Dividend Instl MF is 578.26B. The market cap for tickers in the group ranges from 61.7B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is HTHIY at 61.7B.
Volume
The average weekly volume growth across all stocks in the Blue Current Global Dividend Instl MF was -11%. For the same stocks of the MF, the average monthly volume growth was 25% 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: 52
P/E Growth Rating: 36
Price Growth Rating: 40
SMR Rating: 49
Profit Risk Rating: 14
Seasonality Score: -24 (-100 ... +100)