Notable companies
The most notable companies in this group are Philip Morris International (NYSE:PM), Booking Holdings (NASDAQ:BKNG), Bristol-Myers Squibb Co (NYSE:BMY), Electronic Arts (NASDAQ:EA), Zillow Group (NASDAQ:Z).
Industry description
The investment seeks to achieve an attractive long-term rate of return.
The fund normally invests at least 80% of its assets (net assets plus borrowings for investment purposes) in equity securities of companies deriving a significant portion of their revenue from the U.S.; or with a primary listing on a U.S. stock exchange; or that have their principal place of business or operations in the U.S. It may invest up to 20% of the value of its net assets in non-U.S. equity securities, including equity securities in emerging markets. The fund is non-diversified.
Market Cap
The average market capitalization across the Independent Franchise Partners US Equity MF is 65.45B. The market cap for tickers in the group ranges from 3.51M to 195.97B. PM holds the highest valuation in this group at 195.97B. The lowest valued company is NOVN at 3.51M.
Volume
The average weekly volume growth across all stocks in the Independent Franchise Partners US Equity MF was 67%. For the same stocks of the MF, the average monthly volume growth was -26% and the average quarterly volume growth was -8%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 59
P/E Growth Rating: 67
Price Growth Rating: 38
SMR Rating: 64
Profit Risk Rating: 36
Seasonality Score: 41 (-100 ... +100)