Notable companies
The most notable companies in this group are JPMorgan Chase & Co (NYSE:JPM), Exxon Mobil Corp (NYSE:XOM), Procter & Gamble Company (NYSE:PG), Merck & Co (NYSE:MRK), Bank of America Corp (NYSE:BAC), Walt Disney Company (The) (NYSE:DIS), Abbott Laboratories (NYSE:ABT), Mondelez International (NASDAQ:MDLZ).
Industry description
The investment seeks to maximize total return from capital appreciation and dividends.
The fund invests primarily in value-oriented, large capitalization or "large cap" common stocks of companies traded on U.S. stock exchanges or in the over-the-counter market. It invests at least 80% of its assets (defined as net assets plus borrowing for investment purposes) in the common stock of large cap companies. The manager defines large capitalization companies as those companies whose market capitalizations are equal to or greater than the smallest company in the Russell 1000® Index during the most recent 12-month period.
Market Cap
The average market capitalization across the Dunham Large Cap Value A MF is 308.76B. The market cap for tickers in the group ranges from 94.25B to 632.33B. BRK.B holds the highest valuation in this group at 632.33B. The lowest valued company is MDLZ at 94.25B.
Volume
The average weekly volume growth across all stocks in the Dunham Large Cap Value A MF was 51%. For the same stocks of the MF, the average monthly volume growth was 55% and the average quarterly volume growth was 75%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 54
P/E Growth Rating: 52
Price Growth Rating: 42
SMR Rating: 46
Profit Risk Rating: 35
Seasonality Score: 38 (-100 ... +100)