Notable companies
The most notable companies in this group are Apple (NASDAQ:AAPL), Microsoft Corp (NASDAQ:MSFT), JPMorgan Chase & Co (NYSE:JPM), ExxonMobil Holdings Corporation (NYSE:XOM), Johnson & Johnson (NYSE:JNJ), Bank of America Corp (NYSE:BAC), Morgan Stanley (NYSE:MS), Goldman Sachs Group (NYSE:GS), Walt Disney Company (The) (NYSE:DIS), QUALCOMM (NASDAQ:QCOM).
Industry description
The investment seeks long-term capital appreciation.
The fund normally invests at least 80% of its net assets, plus the amount of borrowings for investment purposes, if any, in issuers domiciled, or having their principal activities, in the United States, at the time of investment or other instruments with similar economic characteristics. It invests primarily in equity securities that, in the subadviser's opinion, are undervalued or out of favor. The subadviser expects to hold approximately 175-250 stocks under normal market conditions.
Market Cap
The average market capitalization across the BrandywineGLOBAL Div US Large Value I MF is 846.08B. The market cap for tickers in the group ranges from 170.28B to 4.5T. AAPL holds the highest valuation in this group at 4.5T. The lowest valued company is QCOM at 170.28B.
Volume
The average weekly volume growth across all stocks in the BrandywineGLOBAL Div US Large Value I MF was -35%. For the same stocks of the MF, the average monthly volume growth was -15% and the average quarterly volume growth was -49%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 55
P/E Growth Rating: 37
Price Growth Rating: 37
SMR Rating: 34
Profit Risk Rating: 33
Seasonality Score: -40 (-100 ... +100)