Notable companies
The most notable companies in this group are Alphabet (NASDAQ:GOOGL), JPMorgan Chase & Co (NYSE:JPM), ABBVIE (NYSE:ABBV), Bank of America Corp (NYSE:BAC), Unitedhealth Group (NYSE:UNH), Wells Fargo & Co (NYSE:WFC), Abbott Laboratories (NYSE:ABT), Booking Holdings Inc. (NASDAQ:BKNG), MARATHON PETROLEUM Corp (NYSE:MPC).
Industry description
The investment seeks long-term growth of capital with reduced exposure to general equity market risk.
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.
Market Cap
The average market capitalization across the Boston Partners Long/Short Rsrch Instl MF is 683.69B. The market cap for tickers in the group ranges from 46.75B to 3.91T. GOOGL holds the highest valuation in this group at 3.91T. The lowest valued company is AMP at 46.75B.
Volume
The average weekly volume growth across all stocks in the Boston Partners Long/Short Rsrch Instl MF was -35%. For the same stocks of the MF, the average monthly volume growth was -35% and the average quarterly volume growth was -29%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 57
P/E Growth Rating: 42
Price Growth Rating: 29
SMR Rating: 21
Profit Risk Rating: 34
Seasonality Score: 2 (-100 ... +100)