Notable companies
The most notable companies in this group are Walt Disney Company (The) (NYSE:DIS), Wells Fargo & Co (NYSE:WFC), Charles Schwab Corp (The) (NYSE:SCHW), Nextera Energy Inc (NYSE:NEE), Micron Technology (NASDAQ:MU), Dollar Tree (NASDAQ:DLTR).
Industry description
The investment seeks total return.
Under normal market conditions, the fund invests primarily in large-cap companies, but may invest in common stocks of companies of any market capitalization, including smaller companies. It may invest up to 25% of its total assets in foreign securities, some of which may be issued by companies domiciled in emerging market countries, and may also invest in U.S. dollar-denominated securities of foreign companies that trade on U.S. exchanges or in the over-the-counter market (including depositary receipts that evidence ownership in underlying foreign stocks).
Market Cap
The average market capitalization across the Calvert Focused Value A MF is 109.33B. The market cap for tickers in the group ranges from 12.68B to 222.92B. DIS holds the highest valuation in this group at 222.92B. The lowest valued company is RGA at 12.68B.
Volume
The average weekly volume growth across all stocks in the Calvert Focused Value A MF was 26%. For the same stocks of the MF, the average monthly volume growth was -28% and the average quarterly volume growth was -11%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 74
P/E Growth Rating: 45
Price Growth Rating: 51
SMR Rating: 52
Profit Risk Rating: 56
Seasonality Score: 24 (-100 ... +100)