Notable companies
The most notable companies in this group are Broadcom Inc. (NASDAQ:AVGO), Exxon Mobil Corp (NYSE:XOM), Procter & Gamble Company (NYSE:PG), Johnson & Johnson (NYSE:JNJ), Home Depot (NYSE:HD), ABBVIE (NYSE:ABBV), Coca-Cola Company (NYSE:KO), McDonald's Corp (NYSE:MCD).
Industry description
The investment seeks capital appreciation and current income is a secondary objective.
The fund invests primarily in a portfolio of actively and passively managed registered mutual funds, exchange-traded funds ("ETFs"), closed-end funds and business development companies ("BDCs"), in addition to direct investments. The funds in which it may invest are referred to herein as the "underlying funds." The advisor believes that investing in underlying funds provides the fund with an efficient means of creating a portfolio that provides investors with indirect exposure to a broad range of investments.
Market Cap
The average market capitalization across the Guidepath® Growth and Income MF is 369.52B. The market cap for tickers in the group ranges from 124.78B to 809.16B. AVGO holds the highest valuation in this group at 809.16B. The lowest valued company is ETN at 124.78B.
Volume
The average weekly volume growth across all stocks in the Guidepath® Growth and Income MF was 14%. For the same stocks of the MF, the average monthly volume growth was -27% and the average quarterly volume growth was 67%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 53
P/E Growth Rating: 37
Price Growth Rating: 45
SMR Rating: 32
Profit Risk Rating: 16
Seasonality Score: -5 (-100 ... +100)