Notable companies
The most notable companies in this group are JPMorgan Chase & Co (NYSE:JPM), Walt Disney Company (The) (NYSE:DIS), Medtronic plc (NYSE:MDT), Johnson Controls International plc (NYSE:JCI).
Industry description
The investment seeks capital appreciation; income is a secondary goal.
The fund invests primarily in equity securities (including securities convertible into, or that the investment manager expects to be exchanged for, common or preferred stock) of U.S. and foreign companies that the investment manager believes are available at market prices less than their value based on certain recognized or objective criteria (fundamental value). The equity securities in which the fund invests are primarily common stock. The fund may invest substantially and potentially up to 100% of its assets in foreign securities and participations in foreign government debt.
Market Cap
The average market capitalization across the Franklin Mutual Beacon Z MF is 160.98B. The market cap for tickers in the group ranges from 39.92B to 573.02B. JPM holds the highest valuation in this group at 573.02B. The lowest valued company is HLNCF at 39.92B.
Volume
The average weekly volume growth across all stocks in the Franklin Mutual Beacon Z MF was 11%. For the same stocks of the MF, the average monthly volume growth was -35% and the average quarterly volume growth was 20%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 55
P/E Growth Rating: 44
Price Growth Rating: 48
SMR Rating: 62
Profit Risk Rating: 48
Seasonality Score: 58 (-100 ... +100)