Notable companies
The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Apple (NASDAQ:AAPL), Alphabet (NASDAQ:GOOG), Microsoft Corp (NASDAQ:MSFT), Amazon.com (NASDAQ:AMZN), Broadcom Inc. (NASDAQ:AVGO), Meta Platforms (NASDAQ:META), Tesla (NASDAQ:TSLA), JPMorgan Chase & Co (NYSE:JPM), Caterpillar (NYSE:CAT).
Industry description
The investment seeks a high level of current income with long-term growth of capital.
The fund, under normal circumstances, invests at least 80% of its net assets in equity and equity related securities of U.S. companies. Its portfolio seeks to be broadly diversified by company and industry. The fund may use futures contracts, options, swaps, and other derivatives as tools in the management of portfolio assets. The fund is non-diversified.
Market Cap
The average market capitalization across the Lincoln U.S. Equity Income Maximizer A MF is 2.72T. The market cap for tickers in the group ranges from 387.13B to 5.42T. NVDA holds the highest valuation in this group at 5.42T. The lowest valued company is CAT at 387.13B.
Volume
The average weekly volume growth across all stocks in the Lincoln U.S. Equity Income Maximizer A MF was -49%. For the same stocks of the MF, the average monthly volume growth was -21% and the average quarterly volume growth was -76%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 68
P/E Growth Rating: 60
Price Growth Rating: 42
SMR Rating: 27
Profit Risk Rating: 30
Seasonality Score: -31 (-100 ... +100)