Notable companies
The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), JPMorgan Chase & Co (NYSE:JPM), Home Depot (NYSE:HD), Texas Instruments (NASDAQ:TXN), Comcast Corp (NASDAQ:CMCSA), Medtronic plc (NYSE:MDT), US Bancorp (NYSE:USB), PNC Financial Services Group (NYSE:PNC), Bank of New York Mellon Corp (NYSE:BK).
Industry description
The investment seeks current income and capital appreciation.
The fund invests primarily in dividend-paying common stocks or depositary receipts representing common stocks of U.S. companies and U.S.-listed international companies that the advisor believes pay high and sustainable dividends, are financially strong, and meet specific valuation criteria using the principles of value investing based on Classic Valuation Analysis. It invests at least 80% of its net assets, plus borrowings for investment purposes, in dividend-paying stocks. The fund invests primarily in large capitalization companies.
Market Cap
The average market capitalization across the Matrix Advisors Dividend MF is 479.22B. The market cap for tickers in the group ranges from 42.88B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is BK at 42.88B.
Volume
The average weekly volume growth across all stocks in the Matrix Advisors Dividend MF was -10%. For the same stocks of the MF, the average monthly volume growth was 29% 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: 55
P/E Growth Rating: 44
Price Growth Rating: 27
SMR Rating: 26
Profit Risk Rating: 46
Seasonality Score: 9 (-100 ... +100)