The most notable companies in this group are Apple (NASDAQ:AAPL), Microsoft Corp (NASDAQ:MSFT), Amazon.com (NASDAQ:AMZN), Meta Platforms (NASDAQ:META).
The investment seeks total return on investment, with dividend income an important component of that return.
The fund will invest at least 80% of its net assets, plus the amount of borrowings for investment purposes, in equity securities. It seeks to achieve its investment objective by investing primarily in common stock of dividend paying companies included within the S&P 500 Index. The fund seeks to hedge the majority of its stock exposure by investing up to 20% of its assets in futures contracts on the Cboe Volatility Index and in cash and cash equivalents, including U.S. Treasury obligations, as a hedge against the common stock held in its portfolio.
The average market capitalization across the Rational Equity Armor Fund C MF is 348.46B. The market cap for tickers in the group ranges from 860.13B to 2.95T. AAPL holds the highest valuation in this group at 2.95T. The lowest valued company is META at 860.13B.
The average weekly volume growth across all stocks in the Rational Equity Armor Fund C MF was -57%. For the same stocks of the MF, the average monthly volume growth was -70% and the average quarterly volume growth was -66%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 62
P/E Growth Rating: 45
Price Growth Rating: 36
SMR Rating: 40
Profit Risk Rating: 29
Seasonality Score: -3 (-100 ... +100)