Notable companies
The most notable companies in this group are Amgen (NASDAQ:AMGN), Lockheed Martin Corp (NYSE:LMT), Bristol-Myers Squibb Co (NYSE:BMY), KeyCorp (NYSE:KEY).
Industry description
The investment seeks modest capital appreciation and income.
The fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of companies of any market capitalization, including convertible and preferred securities, and in securities issued by dividend-paying companies. It may invest up to 25% of its assets in a single industry. The fund may also invest in U.S. government agencies or government sponsored enterprises and investment-grade securities, although the fund may invest up to 25% of its total assets in securities with a lower rating by both S&P and Moodys.
Market Cap
The average market capitalization across the ICON Equity Income Investor MF is 63.37B. The market cap for tickers in the group ranges from 2.35B to 151.69B. AMGN holds the highest valuation in this group at 151.69B. The lowest valued company is VGR at 2.35B.
Volume
The average weekly volume growth across all stocks in the ICON Equity Income Investor MF was 19%. For the same stocks of the MF, the average monthly volume growth was -32% and the average quarterly volume growth was 2%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 28
P/E Growth Rating: 44
Price Growth Rating: 53
SMR Rating: 36
Profit Risk Rating: 47
Seasonality Score: 47 (-100 ... +100)