Notable companies
The most notable companies in this group are Alphabet (NASDAQ:GOOGL), JPMorgan Chase & Co (NYSE:JPM), Unitedhealth Group (NYSE:UNH), ABBVIE (NYSE:ABBV), Bank of America Corp (NYSE:BAC), Wells Fargo & Co (NYSE:WFC), Abbott Laboratories (NYSE:ABT), Booking Holdings (NASDAQ:BKNG), MARATHON PETROLEUM Corp (NYSE:MPC).
Industry description
The investment seeks long-term total return.
The fund actively invests in long positions in stocks identified by the Adviser as undervalued and takes short positions in stocks that the Adviser has identified as overvalued. The cash proceeds from short sales (i.e. sales of securities the fund does not own) are invested in short-term cash instruments to produce a return on such proceeds just below the federal funds rate. The fund invests, both long and short, in equity securities issued by large-, mid- and small (or "micro")-cap companies, as well as other instruments that are convertible into equity securities.
Market Cap
The average market capitalization across the Boston Partners Long/Short Rsrch Instl MF is 422.24B. The market cap for tickers in the group ranges from 43.57B to 1.94T. GOOGL holds the highest valuation in this group at 1.94T. The lowest valued company is AMP at 43.57B.
Volume
The average weekly volume growth across all stocks in the Boston Partners Long/Short Rsrch Instl MF was -9%. For the same stocks of the MF, the average monthly volume growth was 39% and the average quarterly volume growth was 15%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 56
P/E Growth Rating: 41
Price Growth Rating: 42
SMR Rating: 29
Profit Risk Rating: 20
Seasonality Score: -12 (-100 ... +100)