Notable companies
The most notable companies in this group are Merck & Co (NYSE:MRK), International Business Machines Corp (NYSE:IBM), ConocoPhillips (NYSE:COP), AT&T (NYSE:T), NXP Semiconductors NV (NASDAQ:NXPI), Darden Restaurants (NYSE:DRI).
Industry description
The investment seeks to achieve long-term capital appreciation by investing in undervalued equity securities.
Under normal conditions, the Advisor seeks to achieve the fund's investment objective by investing at least 80% of its net assets (plus borrowings for investment purposes) in equity securities of large market capitalization companies and instruments that provide exposure to such securities, including common, preferred and convertible stock and sponsored American Depositary Receipts ("ADRs").
Market Cap
The average market capitalization across the Baywood ValuePlus Institutional MF is 104.54B. The market cap for tickers in the group ranges from 3.37B to 331.75B. MRK holds the highest valuation in this group at 331.75B. The lowest valued company is KTB at 3.37B.
Volume
The average weekly volume growth across all stocks in the Baywood ValuePlus Institutional MF was 58%. For the same stocks of the MF, the average monthly volume growth was 58% and the average quarterly volume growth was 35%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 23
P/E Growth Rating: 41
Price Growth Rating: 39
SMR Rating: 50
Profit Risk Rating: 37
Seasonality Score: -24 (-100 ... +100)