Notable companies
The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Apple (NASDAQ:AAPL), Broadcom Inc. (NASDAQ:AVGO), Walmart (NASDAQ:WMT), Costco Wholesale Corp (NASDAQ:COST), Morgan Stanley (NYSE:MS), Goldman Sachs Group (NYSE:GS), Citigroup (NYSE:C), Union Pacific Corp (NYSE:UNP), Boeing Company (NYSE:BA).
Industry description
The investment seeks income and long-term capital appreciation.
The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in large capitalization income producing equity securities. It invests primarily in the stocks of large capitalization companies. The adviser defines large capitalization companies as companies whose market capitalizations, at the time of purchase, are within the range of market capitalization of companies constituting the S&P 500® Index.
Market Cap
The average market capitalization across the Hodges Blue Chip Equity Income Retail MF is 1.3T. The market cap for tickers in the group ranges from 169.3B to 5.2T. NVDA holds the highest valuation in this group at 5.2T. The lowest valued company is BA at 169.3B.
Volume
The average weekly volume growth across all stocks in the Hodges Blue Chip Equity Income Retail MF was 40%. For the same stocks of the MF, the average monthly volume growth was 8% and the average quarterly volume growth was -50%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 80
P/E Growth Rating: 46
Price Growth Rating: 43
SMR Rating: 27
Profit Risk Rating: 28
Seasonality Score: -50 (-100 ... +100)