Notable companies
The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Advanced Micro Devices (NASDAQ:AMD), Abbott Laboratories (NYSE:ABT), Charles Schwab Corp (The) (NYSE:SCHW), Honeywell International (NASDAQ:HON), Constellation Brands (NYSE:STZ), Ciena Corp (NYSE:CIEN).
Industry description
The investment seeks to realize the combination of long-term capital appreciation and income that will produce maximum total return.
The fund will invest primarily in common stocks of large and mid-sized U.S. companies that the advisor considers to be profitable and which have returns on equity near or higher than their peers, and the Advisor believes are undervalued as measured by their price-to-earnings ("P/E") ratio. The percentage of assets allocated between equity and fixed income securities is flexible rather than fixed.
Market Cap
The average market capitalization across the Fort Pitt Capital Total Return MF is 426.85B. The market cap for tickers in the group ranges from 7.11B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is CIEN at 7.11B.
Volume
The average weekly volume growth across all stocks in the Fort Pitt Capital Total Return MF was -28%. For the same stocks of the MF, the average monthly volume growth was -23% and the average quarterly volume growth was -30%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 71
P/E Growth Rating: 52
Price Growth Rating: 42
SMR Rating: 49
Profit Risk Rating: 29
Seasonality Score: -33 (-100 ... +100)