Notable companies
The most notable companies in this group are Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META), Unitedhealth Group (NYSE:UNH), Home Depot (NYSE:HD), Oracle Corp (NYSE:ORCL), Texas Instruments (NASDAQ:TXN), Comcast Corp (NASDAQ:CMCSA), Medtronic plc (NYSE:MDT).
Industry description
The investment seeks capital appreciation and current income.
Under normal circumstances the fund will primarily invest in domestic stocks and, to a lesser extent, debt and foreign equity instruments (including American Depositary Receipts, Global Depositary Receipts and European Depositary Receipts). Normally, at least 80% of the fund’s net assets (plus any borrowings for investment purposes) are invested in dividend paying equity securities where the dividends are expected to increase over time. It is non-diversified.
Market Cap
The average market capitalization across the First Eagle Rising Dividend Fund I MF is 539.14B. The market cap for tickers in the group ranges from 47.3B to 1.94T. GOOGL holds the highest valuation in this group at 1.94T. The lowest valued company is TEL at 47.3B.
Volume
The average weekly volume growth across all stocks in the First Eagle Rising Dividend Fund I MF was 23%. For the same stocks of the MF, the average monthly volume growth was 60% and the average quarterly volume growth was 102%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 31
P/E Growth Rating: 53
Price Growth Rating: 46
SMR Rating: 100
Profit Risk Rating: 49
Seasonality Score: 15 (-100 ... +100)