The most notable companies in this group are Philip Morris International (NYSE:PM), Suncor Energy (NYSE:SU).
The investment seeks maximum total return (total return includes both income and capital appreciation).
The fund seeks to achieve its investment objective by investing primarily in a combination of U.S. and foreign (non-U.S.) equity and debt securities and cash. The fund's asset allocation process utilizes information from the fund's sub-adviser, First Foundation Advisors ("FFA" or the "Sub-Adviser"), to diversify holdings across these asset classes and to adjust the asset class weightings based on market and economic conditions.
The average market capitalization across the First Foundation Total Return Y MF is 174.87B. The market cap for tickers in the group ranges from 1.24B to 146B. PM holds the highest valuation in this group at 146B. The lowest valued company is SPHR at 1.24B.
The average weekly volume growth across all stocks in the First Foundation Total Return Y MF was -59%. For the same stocks of the MF, the average monthly volume growth was -56% and the average quarterly volume growth was -73%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 52
P/E Growth Rating: 51
Price Growth Rating: 45
SMR Rating: 50
Profit Risk Rating: 57
Seasonality Score: 24 (-100 ... +100)