The most notable companies in this group are Alphabet (NASDAQ:GOOGL), Bank of America Corp (NYSE:BAC), Capital One Financial (NYSE:COF).
The investment seeks income and preservation and growth of capital.
The fund invests primarily in a diversified portfolio of U.S. equity and debt securities. It is intended to present a balanced investment program between growth and income by investing approximately 40-75% of its total assets in common stock, including securities convertible into common stock, and up to 60% of its total assets in debt securities issued by U.S. government or any of its agencies or instrumentalities, non U.S. governments, and corporate entities rated at the time of purchase within the two highest ratings assigned by Moody's Investors Service, Inc. or by S&P Global Ratings.
The average market capitalization across the Oakmark Equity and Income R6 MF is 248.49B. The market cap for tickers in the group ranges from 8.07B to 1.73T. GOOGL holds the highest valuation in this group at 1.73T. The lowest valued company is ALLY at 8.07B.
The average weekly volume growth across all stocks in the Oakmark Equity and Income R6 MF was -24%. For the same stocks of the MF, the average monthly volume growth was -43% and the average quarterly volume growth was -51%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 57
P/E Growth Rating: 55
Price Growth Rating: 41
SMR Rating: 40
Profit Risk Rating: 51
Seasonality Score: -20 (-100 ... +100)