Notable companies
The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Morgan Stanley (NYSE:MS), Home Depot (NYSE:HD), Texas Instruments (NASDAQ:TXN), Amgen (NASDAQ:AMGN), QUALCOMM (NASDAQ:QCOM), Starbucks Corp (NASDAQ:SBUX), Medtronic plc (NYSE:MDT), PNC Financial Services Group (NYSE:PNC), US Bancorp (NYSE:USB).
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 in developed markets 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 495.23B. The market cap for tickers in the group ranges from 96.68B to 3.59T. MSFT holds the highest valuation in this group at 3.59T. The lowest valued company is USB at 96.68B.
Volume
The average weekly volume growth across all stocks in the Matrix Advisors Dividend MF was 21%. For the same stocks of the MF, the average monthly volume growth was -15% and the average quarterly volume growth was -43%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 49
P/E Growth Rating: 38
Price Growth Rating: 44
SMR Rating: 29
Profit Risk Rating: 53
Seasonality Score: -37 (-100 ... +100)