Notable companies
The most notable companies in this group are Alphabet (NASDAQ:GOOG), Wells Fargo & Co (NYSE:WFC), Charles Schwab Corp (The) (NYSE:SCHW), Cigna Group (The) (NYSE:CI), Occidental Petroleum Corp (NYSE:OXY), Bank of New York Mellon Corp (NYSE:BK).
Industry description
The investment seeks regular income, conservation of principal, and an opportunity for long-term growth of principal and income.
Under normal circumstances no less than 25% and no more than 75% of its total assets will be invested in equity securities and no less than 25% of the fund’s total assets will be invested in fixed income investments. It may invest up to 30% of its total assets in equity or debt securities of non‑U.S. issuers that are not in the S&P 500 Index, provided that no more than 10% of the fund’s total assets may be invested in non‑U.S. dollar-denominated securities.
Market Cap
The average market capitalization across the Dodge & Cox Balanced I MF is 283.2B. The market cap for tickers in the group ranges from 41B to 1.94T. GOOG holds the highest valuation in this group at 1.94T. The lowest valued company is CHTR at 41B.
Volume
The average weekly volume growth across all stocks in the Dodge & Cox Balanced I MF was -12%. For the same stocks of the MF, the average monthly volume growth was 35% 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: 54
P/E Growth Rating: 44
Price Growth Rating: 43
SMR Rating: 40
Profit Risk Rating: 40
Seasonality Score: -30 (-100 ... +100)