Notable companies
The most notable companies in this group are Booking Holdings (NASDAQ:BKNG), Comcast Corp (NASDAQ:CMCSA), KLA Corp (NASDAQ:KLAC), Altria Group (NYSE:MO), 3M Company (NYSE:MMM), MARATHON PETROLEUM Corp (NYSE:MPC), American International Group (NYSE:AIG).
Industry description
The investment seeks long-term capital appreciation and current income.
Under normal market conditions, the fund invests primarily in a diversified portfolio of common stocks and other equity securities of companies of all sizes, including but not limited to, American Depositary Receipts ("ADRs"), preferred stocks, limited partnerships, and convertible securities. The adviser employs a bottom-up, quantitative, factor-based approach to security selection based on research and analysis of historical data. The adviser may eliminate or substitute factors at its discretion.
Market Cap
The average market capitalization across the O'Shaughnessy Market Leaders Value I MF is 80.87B. The market cap for tickers in the group ranges from 15.49B to 183.18B. BKNG holds the highest valuation in this group at 183.18B. The lowest valued company is BLDR at 15.49B.
Volume
The average weekly volume growth across all stocks in the O'Shaughnessy Market Leaders Value I MF was 10%. For the same stocks of the MF, the average monthly volume growth was -34% and the average quarterly volume growth was -39%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 63
P/E Growth Rating: 100
Price Growth Rating: 44
SMR Rating: 100
Profit Risk Rating: 30
Seasonality Score: -50 (-100 ... +100)