The most notable companies in this group are Apple (NASDAQ:AAPL), Microsoft Corp (NASDAQ:MSFT), Alphabet (NASDAQ:GOOGL), Eli Lilly & Co (NYSE:LLY), Unitedhealth Group (NYSE:UNH), Walmart (NYSE:WMT), Exxon Mobil Corp (NYSE:XOM), Comcast Corp (NASDAQ:CMCSA), Lockheed Martin Corp (NYSE:LMT).
The investment seeks to achieve a high level of income and capital appreciation (when consistent with high income) by investing primarily in income-producing U.S. equity securities.
The fund invests primarily in U.S. equity securities that generate a relatively high level of dividend income (relative to other equities in the same industry) and have the potential for capital appreciation. These securities will generally be stocks of medium and large U.S. corporations. It will invest at least 80% of its total assets (which includes the amount of any borrowings for investment purposes) in common stocks.
The average market capitalization across the Shelton Equity Income Investor MF is 675.32B. The market cap for tickers in the group ranges from 111.09B to 2.96T. AAPL holds the highest valuation in this group at 2.96T. The lowest valued company is LMT at 111.09B.
The average weekly volume growth across all stocks in the Shelton Equity Income Investor MF was 182%. For the same stocks of the MF, the average monthly volume growth was 9% and the average quarterly volume growth was -2%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 59
P/E Growth Rating: 48
Price Growth Rating: 41
SMR Rating: 32
Profit Risk Rating: 31
Seasonality Score: 14 (-100 ... +100)