Notable companies
The most notable companies in this group are Oracle Corp (NYSE:ORCL), Johnson & Johnson (NYSE:JNJ), Merck & Co (NYSE:MRK), TJX Companies (NYSE:TJX), Honeywell International (NASDAQ:HON), American International Group (NYSE:AIG).
Industry description
The investment seeks long-term capital appreciation.
Under normal circumstances, the fund will invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in securities of large-capitalization companies (the 80% policy). It invests primarily in securities of large-capitalization companies that the Manager believes have long-term capital appreciation potential. The fund's advisor currently defines large-capitalization stocks as those with market capitalizations of $5 billion or greater at the time of purchase.
Market Cap
The average market capitalization across the Macquarie Value R MF is 186B. The market cap for tickers in the group ranges from 35.08B to 653.9B. ORCL holds the highest valuation in this group at 653.9B. The lowest valued company is CTSH at 35.08B.
Volume
The average weekly volume growth across all stocks in the Macquarie Value R MF was 22%. For the same stocks of the MF, the average monthly volume growth was 18% and the average quarterly volume growth was -15%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 52
P/E Growth Rating: 63
Price Growth Rating: 46
SMR Rating: 46
Profit Risk Rating: 26
Seasonality Score: -17 (-100 ... +100)