Notable companies
The most notable companies in this group are Taiwan Semiconductor Manufacturing Company Ltd (NYSE:TSM), Unitedhealth Group (NYSE:UNH), CVS HEALTH Corp (NYSE:CVS), United Parcel Service (NYSE:UPS), Kraft Heinz Company (The) (NASDAQ:KHC), DuPont de Nemours (NYSE:DD).
Industry description
The investment seeks to provide long-term total return from a combination of income and capital gains.
In seeking to achieve its objective, the fund invests primarily in common stocks of U.S. companies that the advisor believes have competitive advantages, and have temporarily fallen out of favor for reasons that are considered non-recurring or short-term; whose value is not currently well known; or whose value is not fully recognized by the public.
Market Cap
The average market capitalization across the Hillman Value MF is 487.65B. The market cap for tickers in the group ranges from 13.62B to 1.96T. TSM holds the highest valuation in this group at 1.96T. The lowest valued company is BAX at 13.62B.
Volume
The average weekly volume growth across all stocks in the Hillman Value MF was 20%. For the same stocks of the MF, the average monthly volume growth was -11% and the average quarterly volume growth was -46%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 45
P/E Growth Rating: 51
Price Growth Rating: 43
SMR Rating: 53
Profit Risk Rating: 62
Seasonality Score: -32 (-100 ... +100)