The most notable companies in this group are Broadcom (NASDAQ:AVGO), Uber Technologies (NYSE:UBER), Cigna Group (The) (NYSE:CI), Suncor Energy (NYSE:SU), United Rentals (NYSE:URI), Expedia Group (NASDAQ:EXPE).
The investment seeks to achieve long-term capital growth.
The fund invests principally in a diversified portfolio of common stock of mid-capitalization and large-capitalization companies with low valuations relative to their long-term normalized earnings. It normally invests at least 80% of its net assets plus the amount of any borrowings for investment purposes in common stocks traded on a United States securities exchange.
The average market capitalization across the Lyrical US Value Equity Institutional MF is 46.66B. The market cap for tickers in the group ranges from 11.56B to 342.19B. AVGO holds the highest valuation in this group at 342.19B. The lowest valued company is FLEX at 11.56B.
The average weekly volume growth across all stocks in the Lyrical US Value Equity Institutional MF was -47%. For the same stocks of the MF, the average monthly volume growth was 31% and the average quarterly volume growth was 6%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 47
P/E Growth Rating: 44
Price Growth Rating: 41
SMR Rating: 62
Profit Risk Rating: 60
Seasonality Score: -9 (-100 ... +100)