Notable companies
The most notable companies in this group are Unitedhealth Group (NYSE:UNH), Mastercard (NYSE:MA), Lockheed Martin Corp (NYSE:LMT), CME Group (NASDAQ:CME), Kroger Co (The) (NYSE:KR).
Industry description
The investment seeks total return comprised of current income, growth of income, and capital appreciation.
The fund seeks to achieve its objective by investing primarily in a combination of common stocks and other equity securities (including preferred stocks and warrants), debt securities and convertible securities. It may also invest in other investment companies such as mutual funds and exchange traded funds ("ETFs") that invest primarily in these same securities. The fund may also invest in ETFs that hold physical commodities such as gold, silver, and other precious metals.
Market Cap
The average market capitalization across the 1789 Growth and Income P MF is 137.4B. The market cap for tickers in the group ranges from 12.31B to 451.47B. UNH holds the highest valuation in this group at 451.47B. The lowest valued company is IPG at 12.31B.
Volume
The average weekly volume growth across all stocks in the 1789 Growth and Income P MF was -11%. For the same stocks of the MF, the average monthly volume growth was 32% and the average quarterly volume growth was -5%
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: 53
Price Growth Rating: 38
SMR Rating: 46
Profit Risk Rating: 21
Seasonality Score: 24 (-100 ... +100)