The most notable companies in this group are Unitedhealth Group (NYSE:UNH), Kroger Co (The) (NYSE:KR).
The investment seeks to achieve long-term capital appreciation.
Under normal circumstances, the fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in securities of large-capitalization companies. Under normal conditions, the adviser intends to invest its assets in the equity securities of a limited number of issuers. The fund invests primarily in equity securities that Subadviser believes are undervalued, including common stock, foreign securities and real estate investment trusts (“REITs”). It is non-diversified.
The average market capitalization across the AMG River Road Large Cap Value Select I MF is 140.25B. The market cap for tickers in the group ranges from 9.5B to 632.33B. BRK.B holds the highest valuation in this group at 632.33B. The lowest valued company is BJ at 9.5B.
The average weekly volume growth across all stocks in the AMG River Road Large Cap Value Select I MF was 7%. For the same stocks of the MF, the average monthly volume growth was 7% and the average quarterly volume growth was -14%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 61
P/E Growth Rating: 47
Price Growth Rating: 48
SMR Rating: 62
Profit Risk Rating: 34
Seasonality Score: -26 (-100 ... +100)