Notable companies
The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), NVIDIA Corp (NASDAQ:NVDA), Exxon Mobil Corp (NYSE:XOM), Merck & Co (NYSE:MRK), Lowe's Companies (NYSE:LOW).
Industry description
The investment seeks to provide high current income and an investment that has the potential for capital appreciation.
Under normal circumstances, at least 50% of the fund's total assets will be invested in income-generating equity securities, including real estate investment trusts (REITs), convertible securities, and exchange-traded funds (ETFs). It invests primarily in income-generating securities (debt and equity), which may include equity securities of large, well-established companies, and debt securities, including high yield, high-risk corporate bonds, investment grade fixed income securities, convertible securities, and U.S. government securities.
Market Cap
The average market capitalization across the Macquarie Wealth Builder Institutional MF is 1.52T. The market cap for tickers in the group ranges from 145.75B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is LOW at 145.75B.
Volume
The average weekly volume growth across all stocks in the Macquarie Wealth Builder Institutional MF was 4%. For the same stocks of the MF, the average monthly volume growth was -34% and the average quarterly volume growth was 46%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 50
P/E Growth Rating: 61
Price Growth Rating: 61
SMR Rating: 23
Profit Risk Rating: 25
Seasonality Score: 16 (-100 ... +100)