Notable companies
The most notable companies in this group are Apple (NASDAQ:AAPL), Unitedhealth Group (NYSE:UNH), Broadcom (NASDAQ:AVGO), Pioneer Natural Resource Co (NYSE:PXD), Diamondback Energy (NASDAQ:FANG).
Industry description
The investment seeks long-term capital appreciation and income generation.
The fund seeks to achieve its investment objectives of producing long-term capital appreciation and income generation, by applying its fundamental stock selection to purchase equities of companies with a proven track record of dividend growth. Under normal market conditions, the fund invests at least 80% of its net assets (including borrowings for investment purposes) in securities that have increased their dividend for a minimum of five consecutive years.
Market Cap
The average market capitalization across the Copeland Dividend Growth Fund Class I MF is 188.99B. The market cap for tickers in the group ranges from 3.6B to 2.72T. AAPL holds the highest valuation in this group at 2.72T. The lowest valued company is NOG at 3.6B.
Volume
The average weekly volume growth across all stocks in the Copeland Dividend Growth Fund Class I MF was 3%. For the same stocks of the MF, the average monthly volume growth was 34% 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: 53
P/E Growth Rating: 47
Price Growth Rating: 45
SMR Rating: 37
Profit Risk Rating: 33
Seasonality Score: -30 (-100 ... +100)