Notable companies
The most notable companies in this group are Walmart (NYSE:WMT), JPMorgan Chase & Co (NYSE:JPM), Johnson & Johnson (NYSE:JNJ), Merck & Co (NYSE:MRK), Chevron Corp (NYSE:CVX), McDonald's Corp (NYSE:MCD), Philip Morris International (NYSE:PM), Morgan Stanley (NYSE:MS), American International Group (NYSE:AIG).
Industry description
The investment seeks current income and long-term growth of capital.
The fund invests, under normal circumstances, at least 80% of its net assets (plus any borrowings for investment purposes) in dividend-paying equity securities and in other instruments that have economic characteristics similar to such securities. It may invest up to 25% of its net assets in foreign securities. The fund may invest in securities of issuers of all capitalization sizes and under normal market conditions, it is currently expected that it will invest a substantial percentage of its assets in large-capitalization issuers.
Market Cap
The average market capitalization across the Invesco Dividend Income R5 MF is 303.13B. The market cap for tickers in the group ranges from 53.23B to 766.55B. WMT holds the highest valuation in this group at 766.55B. The lowest valued company is AIG at 53.23B.
Volume
The average weekly volume growth across all stocks in the Invesco Dividend Income R5 MF was 21%. For the same stocks of the MF, the average monthly volume growth was -7% and the average quarterly volume growth was 32%
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: 50
Price Growth Rating: 45
SMR Rating: 44
Profit Risk Rating: 30
Seasonality Score: 28 (-100 ... +100)