Notable companies
The most notable companies in this group are JPMorgan Chase & Co (NYSE:JPM), Chevron Corp (NYSE:CVX), Cisco Systems (NASDAQ:CSCO), Verizon Communications (NYSE:VZ), Amgen (NASDAQ:AMGN), Intel Corp (NASDAQ:INTC), FedEx Corp (NYSE:FDX), Dow (NYSE:DOW), Walgreens Boots Alliance (NASDAQ:WBA).
Industry description
The investment seeks long-term capital growth while providing some income.
The fund invests primarily in large, well-recognized companies. The advisor expects the fund's portfolio to hold at least 20% of the stocks comprising the Standard & Poor's ("S&P") 100 Index, a capitalization-weighted index of 100 stocks from a broad range of industries. The fund will invest at least 85% of its total assets in equity securities, consisting of common stocks and other securities which have the characteristics of common stocks, including, but not limited to, convertible securities, ETFs, rights and warrants.
Market Cap
The average market capitalization across the Edgar Lomax Value MF is 170.84B. The market cap for tickers in the group ranges from 18.71B to 573.02B. JPM holds the highest valuation in this group at 573.02B. The lowest valued company is WBA at 18.71B.
Volume
The average weekly volume growth across all stocks in the Edgar Lomax Value MF was -12%. For the same stocks of the MF, the average monthly volume growth was -22% and the average quarterly volume growth was 42%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 33
P/E Growth Rating: 39
Price Growth Rating: 47
SMR Rating: 56
Profit Risk Rating: 52
Seasonality Score: 34 (-100 ... +100)