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DIVGX
Mutual Fund ticker: NASDAQ
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DIVGX price forecast, quote, news & analysis

Category: @Large Blend
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Broadcom Inc. (NASDAQ:AVGO), Costco Wholesale Corp (NASDAQ:COST), Accenture PLC (NYSE:ACN).

Industry description

The investment seeks long-term capital appreciation and current income. The fund invests primarily in a diversified portfolio of equity securities of both U.S. and non-U.S. companies that pay current dividends, including American Depository Receipts ("ADRs"). Under normal market conditions, it will invest at least 80% of its net assets (including the amount of any borrowings for investment purposes) in such dividend-paying equity securities.

Market Cap

The average market capitalization across the Guardian Capital Dividend Growth Instl MF is 826.18B. The market cap for tickers in the group ranges from 30.73B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is WTKWY at 30.73B.

Volume

The average weekly volume growth across all stocks in the Guardian Capital Dividend Growth Instl MF was 38%. For the same stocks of the MF, the average monthly volume growth was 39% and the average quarterly volume growth was 36%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 67
P/E Growth Rating: 49
Price Growth Rating: 50
SMR Rating: 36
Profit Risk Rating: 14
Seasonality Score: 22 (-100 ... +100)
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General Information

Category LargeBlend

Profile
Fundamentals
Details
Category
Large Blend
Address
Capitol Series Trust2960 North Meridian St., Suite 300Indianapolis
Phone
317-917-7000
Web
N/A