Notable companies
The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Alphabet (NASDAQ:GOOG), Meta Platforms (NASDAQ:META), JPMorgan Chase & Co (NYSE:JPM), ABBVIE (NYSE:ABBV), Abbott Laboratories (NYSE:ABT), ConocoPhillips (NYSE:COP), Goldman Sachs Group (NYSE:GS), Honeywell International (NASDAQ:HON).
Industry description
The investment seeks long-term growth of capital and income for the long-term investor; current income is a secondary objective.
The fund generally invests in stocks of companies selling below what homestead advisers believes to be their fundamental value. To determine whether a stock is undervalued, homestead advisers considers, among other factors, potential earning power, financial ratios and any competitive advantages a company may have.
Market Cap
The average market capitalization across the Homestead Value MF is 790.98B. The market cap for tickers in the group ranges from 71.37B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is PH at 71.37B.
Volume
The average weekly volume growth across all stocks in the Homestead Value MF was -12%. For the same stocks of the MF, the average monthly volume growth was 29% and the average quarterly volume growth was 5%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 67
P/E Growth Rating: 53
Price Growth Rating: 42
SMR Rating: 28
Profit Risk Rating: 17
Seasonality Score: -32 (-100 ... +100)