Notable companies
The most notable companies in this group are Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META).
Industry description
The investment seeks growth and income.
The fund seeks to achieve its investment objective by investing at least 80% of its net assets in equity securities of large-cap and mid-cap companies incorporated in the United States. The adviser employs a quantitative investment approach that evaluates companies using fundamental financial metrics and proprietary models designed to identify companies with strong financial characteristics, durable competitive positions, and attractive shareholder return profiles.
Market Cap
The average market capitalization across the BTS Enhanced Equity Income I MF is 824.56B. The market cap for tickers in the group ranges from 13.19B to 4.1T. GOOGL holds the highest valuation in this group at 4.1T. The lowest valued company is ALLE at 13.19B.
Volume
The average weekly volume growth across all stocks in the BTS Enhanced Equity Income I MF was 19%. For the same stocks of the MF, the average monthly volume growth was -4% and the average quarterly volume growth was -20%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 21
P/E Growth Rating: 65
Price Growth Rating: 52
SMR Rating: 37
Profit Risk Rating: 61
Seasonality Score: -36 (-100 ... +100)