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

The most notable companies in this group are Johnson & Johnson (NYSE:JNJ), Bristol-Myers Squibb Co (NYSE:BMY), eBay (NASDAQ:EBAY).

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 105.54B. The market cap for tickers in the group ranges from 15.25B to 651.25B. JNJ holds the highest valuation in this group at 651.25B. The lowest valued company is SOLV at 15.25B.

The average weekly volume growth across all stocks in the Independent Franchise Partners US Equity MF was 14%. For the same stocks of the MF, the average monthly volume growth was -6% and the average quarterly volume growth was -55%