Notable companies
The most notable companies in this group are International Business Machines Corp (NYSE:IBM), Citigroup (NYSE:C), CVS HEALTH Corp (NYSE:CVS), Intel Corp (NASDAQ:INTC).
Industry description
The investment seeks to achieve current income and long-term growth of capital.
The fund seeks to deliver superior, risk-adjusted returns over full market cycles, by building a balanced portfolio of debt and equity securities that aims to generate returns that exceed the Consumer Price Index by 3% per year while preserving capital. A full market cycle is deemed to be a multi-year period including a period of material increase in the U.S. stock market (a "bull market") and a period of material decline in the U.S. stock market (a "bear market").
Market Cap
The average market capitalization across the Poplar Forest Cornerstone Investor MF is 94.39B. The market cap for tickers in the group ranges from 12.53B to 197.99B. IBM holds the highest valuation in this group at 197.99B. The lowest valued company is EQH at 12.53B.
Volume
The average weekly volume growth across all stocks in the Poplar Forest Cornerstone Investor MF was 33%. For the same stocks of the MF, the average monthly volume growth was 69% and the average quarterly volume growth was 128%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 35
P/E Growth Rating: 64
Price Growth Rating: 38
SMR Rating: 52
Profit Risk Rating: 47
Seasonality Score: -14 (-100 ... +100)