Notable companies
The most notable companies in this group are Enterprise Products Partners LP (NYSE:EPD), Energy Transfer LP (NYSE:ET), Barrick Gold Corp (NYSE:GOLD), Ares Capital Corp (NASDAQ:ARCC), Annaly Capital Management (NYSE:NLY).
Industry description
The investment seeks current income with capital appreciation as a secondary objective.
The fund seeks to achieve its investment objectives by allocating its assets primarily among income-producing securities using an "Income" Strategy. The Income strategy employed by the fund's sub-adviser attempts to produce current income and capital appreciation. The composition of the portfolio will vary over time according to the sub-adviser's evaluation of economic and market conditions, including prospects for growth and inflation, as they affect the potential returns from different classes of securities.
Market Cap
The average market capitalization across the LoCorr Spectrum Income A MF is 22B. The market cap for tickers in the group ranges from 1.55B to 63.68B. EPD holds the highest valuation in this group at 63.68B. The lowest valued company is OCSL at 1.55B.
Volume
The average weekly volume growth across all stocks in the LoCorr Spectrum Income A MF was 35%. For the same stocks of the MF, the average monthly volume growth was -17% 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: 20
P/E Growth Rating: 55
Price Growth Rating: 51
SMR Rating: 49
Profit Risk Rating: 47
Seasonality Score: -16 (-100 ... +100)