The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Alphabet (NASDAQ:GOOGL), Exxon Mobil Corp (NYSE:XOM), Home Depot (NYSE:HD), Union Pacific Corp (NYSE:UNP), Caterpillar (NYSE:CAT), Illinois Tool Works (NYSE:ITW).
The investment seeks long-term capital appreciation.
The fund seeks to achieve its investment objective by investing at least 80% of its total assets in dividend paying common stock of companies that offer direct investment plans ("DRIPs") with an emphasis on quality and diversity. These are typically large-capitalization stocks. The companies in which the fund principally invests are typically large capitalization stocks and are diversified across industries. However, the fund may invest in companies of any size.
The average market capitalization across the The MP 63 MF is 280.87B. The market cap for tickers in the group ranges from 13.24B to 2.84T. MSFT holds the highest valuation in this group at 2.84T. The lowest valued company is RPM at 13.24B.
The average weekly volume growth across all stocks in the The MP 63 MF was 170%. For the same stocks of the MF, the average monthly volume growth was -11% and the average quarterly volume growth was -1%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 57
P/E Growth Rating: 45
Price Growth Rating: 43
SMR Rating: 45
Profit Risk Rating: 34
Seasonality Score: 17 (-100 ... +100)