The most notable companies in this group are Apple (NASDAQ:AAPL), Microsoft Corp (NASDAQ:MSFT), NVIDIA Corp (NASDAQ:NVDA), VISA (NYSE:V), Unitedhealth Group (NYSE:UNH), JPMorgan Chase & Co (NYSE:JPM), Walmart (NYSE:WMT), Johnson & Johnson (NYSE:JNJ), Procter & Gamble Company (NYSE:PG), Chevron Corp (NYSE:CVX).
The investment seeks total return.
The fund invests mainly in common stocks of companies that currently pay dividends or are expected to begin paying dividends in the future. It normally will invest at least 80% of its net assets in securities of companies that the portfolio managers expect to experience dividend growth, including companies that currently pay dividends and are expected to increase them and companies that do not currently pay dividends but are expected to begin paying them in the near future, and in derivatives and other instruments that have economic characteristics similar to such securities.
The average market capitalization across the Invesco Rising Dividends A MF is 555.66B. The market cap for tickers in the group ranges from 272.52B to 2.95T. AAPL holds the highest valuation in this group at 2.95T. The lowest valued company is CVX at 272.52B.
The average weekly volume growth across all stocks in the Invesco Rising Dividends A MF was -57%. For the same stocks of the MF, the average monthly volume growth was -68% and the average quarterly volume growth was -67%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 59
P/E Growth Rating: 43
Price Growth Rating: 38
SMR Rating: 35
Profit Risk Rating: 20
Seasonality Score: -7 (-100 ... +100)