Notable companies
The most notable companies in this group are Broadcom Inc. (NASDAQ:AVGO), Unitedhealth Group (NYSE:UNH), Schlumberger Limited (NYSE:SLB), McKesson Corp (NYSE:MCK), Occidental Petroleum Corp (NYSE:OXY), EQT Corp (NYSE:EQT).
Industry description
The investment seeks to maximize total after-tax return to its shareholders through capital appreciation, and income from dividends and interest, consistent with reasonable risk.
The fund principally invests in a diversified list of common stocks of companies of any capitalization, determined by the investment adviser to be highly profitable, yet undervalued. The Adviser looks for companies the advisor believes to have above-average profitability, as measured by corporate return-on-equity, and that sell at below-average prices, as measured by price-to-earnings-ratios.
Market Cap
The average market capitalization across the Muhlenkamp MF is 213.5B. The market cap for tickers in the group ranges from 2.62B to 1.02T. AVGO holds the highest valuation in this group at 1.02T. The lowest valued company is NMIH at 2.62B.
Volume
The average weekly volume growth across all stocks in the Muhlenkamp MF was 75%. For the same stocks of the MF, the average monthly volume growth was 16% and the average quarterly volume growth was 95%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 56
P/E Growth Rating: 27
Price Growth Rating: 52
SMR Rating: 64
Profit Risk Rating: 32
Seasonality Score: -46 (-100 ... +100)