Notable companies
The most notable companies in this group are Apple (NASDAQ:AAPL), Microsoft Corp (NASDAQ:MSFT), Johnson & Johnson (NYSE:JNJ), Cisco Systems (NASDAQ:CSCO), ABBVIE (NYSE:ABBV), Chevron Corp (NYSE:CVX), Coca-Cola Company (NYSE:KO), Merck & Co (NYSE:MRK), Philip Morris International (NYSE:PM).
Industry description
The investment seeks to maximize income while maintaining prospects for capital appreciation.
Under normal circumstances, the fund manager intends to invest approximately 60% of its assets in debt instruments and approximately 40% of its assets in equity securities (the “Target Allocation”). The sub-adviser (the “Sub-Adviser”) may deviate from the Target Allocation within the range of +/- 15% relative to the Target Allocation for either the Debt Portion or the Equity Portion to adjust portfolio exposures and risk in response to changing market conditions.
Market Cap
The average market capitalization across the Voya Balanced Income R MF is 1.23T. The market cap for tickers in the group ranges from 294.44B to 4.46T. AAPL holds the highest valuation in this group at 4.46T. The lowest valued company is PM at 294.44B.
Volume
The average weekly volume growth across all stocks in the Voya Balanced Income R MF was 12%. For the same stocks of the MF, the average monthly volume growth was 14% and the average quarterly volume growth was -44%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 48
P/E Growth Rating: 43
Price Growth Rating: 31
SMR Rating: 30
Profit Risk Rating: 17
Seasonality Score: -52 (-100 ... +100)