IFPUX Independent Franchise Partners US Equity Forecast, Technical & Fundamental Analysis

The most notable companies in this group are Philip Morris International (NYSE:PM), Booking Holdings Inc. (NASDAQ:BKNG), Bristol-Myers Squibb Co (NYSE:BMY), Electronic Arts (NASDAQ:EA), Zillow Group (NASDAQ:Z).

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.

The average market capitalization across the Independent Franchise Partners US Equity MF is 86.26B. The market cap for tickers in the group ranges from 3.51M to 297.41B. PM holds the highest valuation in this group at 297.41B. The lowest valued company is NOVN at 3.51M.

The average weekly volume growth across all stocks in the Independent Franchise Partners US Equity MF was 28%. For the same stocks of the MF, the average monthly volume growth was -0% and the average quarterly volume growth was -8%