Notable companies
The most notable companies in this group are Apple (NASDAQ:AAPL), Microsoft Corp (NASDAQ:MSFT), Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META), Merck & Co (NYSE:MRK), QUALCOMM (NASDAQ:QCOM), Bristol-Myers Squibb Co (NYSE:BMY), DR Horton (NYSE:DHI), Discover Financial Services (NYSE:DFS).
Industry description
The investment seeks long-term growth of capital.
The fund invests at least 80% of net assets, plus the amount of any borrowings for investment purposes, in common stocks issued by U.S. companies. Companies are selected for the fund’s portfolio using the Cash Return on Capital Invested (CROCI®) strategy as the primary factor, among other factors. Portfolio management will select stocks from among the largest U.S. companies which are under CROCI® coverage at any given time. The fund may lend securities to approved institutions.
Market Cap
The average market capitalization across the DWS CROCI US R6 MF is 338.97B. The market cap for tickers in the group ranges from 14.12B to 2.96T. AAPL holds the highest valuation in this group at 2.96T. The lowest valued company is FOXA at 14.12B.
Volume
The average weekly volume growth across all stocks in the DWS CROCI US R6 MF was 204%. For the same stocks of the MF, the average monthly volume growth was 20% and the average quarterly volume growth was 17%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 45
P/E Growth Rating: 38
Price Growth Rating: 41
SMR Rating: 39
Profit Risk Rating: 42
Seasonality Score: 6 (-100 ... +100)