Notable companies
The most notable companies in this group are International Business Machines Corp (NYSE:IBM), Philip Morris International (NYSE:PM), AT&T (NYSE:T), CVS HEALTH Corp (NYSE:CVS), Intel Corp (NASDAQ:INTC), Dow (NYSE:DOW), Tyson Foods (NYSE:TSN).
Industry description
The investment seeks long-term growth of capital.
The fund seeks to deliver superior, risk-adjusted returns over full market cycles, by investing primarily in the common stocks of underappreciated companies and industries. It generally focuses on 25 to 35 companies with (i) an investment grade debt rating, (ii) a history of paying common stock dividends, and (iii) a market capitalization among the top 1,000 companies in the United States.
Market Cap
The average market capitalization across the Poplar Forest Partners Institutional MF is 89.06B. The market cap for tickers in the group ranges from 12.53B to 211.72B. IBM holds the highest valuation in this group at 211.72B. The lowest valued company is EQH at 12.53B.
Volume
The average weekly volume growth across all stocks in the Poplar Forest Partners Institutional MF was -12%. For the same stocks of the MF, the average monthly volume growth was -2% and the average quarterly volume growth was 31%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 44
P/E Growth Rating: 51
Price Growth Rating: 47
SMR Rating: 65
Profit Risk Rating: 50
Seasonality Score: 61 (-100 ... +100)