Notable companies
The most notable companies in this group are Merck & Co (NYSE:MRK), MetLife (NYSE:MET).
Industry description
The investment seeks total return through long-term capital appreciation and income.
The fund seeks to achieve its investment objective by investing primarily in a portfolio of domestic equity securities, which primarily consist of common and preferred stocks and securities convertible into common stocks, of companies of any market capitalization. It may invest up to 30% of its assets in fixed-income securities whose returns the Adviser believes will provide comparable returns to the equities in which the fund invests.
Market Cap
The average market capitalization across the Monongahela All Cap Value MF is 56.57B. The market cap for tickers in the group ranges from 1.3B to 331.75B. MRK holds the highest valuation in this group at 331.75B. The lowest valued company is LNN at 1.3B.
Volume
The average weekly volume growth across all stocks in the Monongahela All Cap Value MF was 12%. For the same stocks of the MF, the average monthly volume growth was -3% and the average quarterly volume growth was 46%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 65
P/E Growth Rating: 50
Price Growth Rating: 43
SMR Rating: 46
Profit Risk Rating: 23
Seasonality Score: -4 (-100 ... +100)