Notable companies
The most notable companies in this group are Broadcom Inc. (NASDAQ:AVGO), Eli Lilly & Co (NYSE:LLY), JPMorgan Chase & Co (NYSE:JPM), Unitedhealth Group (NYSE:UNH), Johnson & Johnson (NYSE:JNJ), Merck & Co (NYSE:MRK), ABBVIE (NYSE:ABBV), Bank of America Corp (NYSE:BAC), MetLife (NYSE:MET).
Industry description
The investment seeks current income and capital appreciation.
The fund generally invests in a diversified portfolio consisting of equity securities of U.S. companies that have a history of attractive dividend yields and positive growth in operating cash flow. It invests at least 80% of its assets (net assets plus any borrowings for investment purposes) in equity securities of dividend-paying U.S. companies across all market capitalizations. The fund may invest up to 15% of its net assets in foreign securities.
Market Cap
The average market capitalization across the NYLI Epoch U.S. Equity Yield Class R6 MF is 396.11B. The market cap for tickers in the group ranges from 40.16B to 769.9B. AVGO holds the highest valuation in this group at 769.9B. The lowest valued company is CMI at 40.16B.
Volume
The average weekly volume growth across all stocks in the NYLI Epoch U.S. Equity Yield Class R6 MF was 29%. For the same stocks of the MF, the average monthly volume growth was 35% and the average quarterly volume growth was 58%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 48
P/E Growth Rating: 44
Price Growth Rating: 40
SMR Rating: 41
Profit Risk Rating: 16
Seasonality Score: 55 (-100 ... +100)