Notable companies
The most notable companies in this group are JPMorgan Chase & Co (NYSE:JPM), Exxon Mobil Corp (NYSE:XOM), Chevron Corp (NYSE:CVX), Wells Fargo & Co (NYSE:WFC), Verizon Communications (NYSE:VZ), Comcast Corp (NASDAQ:CMCSA), Pfizer (NYSE:PFE), ConocoPhillips (NYSE:COP), Elevance Health (NYSE:ELV).
Industry description
The investment seeks long-term capital appreciation.
The U.S. Value Portfolio is a Feeder Portfolio and pursues its objective by investing substantially all of its assets in its corresponding master fund, the U.S. Large Cap Value Series (the "U.S. Value Series") of the DFA Investment Trust Company (the "Trust"), which has the same investment objective and policies as the U.S. Value Portfolio. As a non-fundamental policy, under normal circumstances, the U.S. Value Series will invest at least 80% of its net assets in securities of large cap U.S. companies.
Market Cap
The average market capitalization across the DFA US Large Cap Value III MF is 256.03B. The market cap for tickers in the group ranges from 120.06B to 632.33B. BRK.B holds the highest valuation in this group at 632.33B. The lowest valued company is ELV at 120.06B.
Volume
The average weekly volume growth across all stocks in the DFA US Large Cap Value III MF was -8%. For the same stocks of the MF, the average monthly volume growth was 6% 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: 55
P/E Growth Rating: 31
Price Growth Rating: 44
SMR Rating: 52
Profit Risk Rating: 47
Seasonality Score: -16 (-100 ... +100)