Notable companies
The most notable companies in this group are Merck & Co (NYSE:MRK), Caterpillar (NYSE:CAT), American Express Company (NYSE:AXP), Cigna Group (The) (NYSE:CI), Discover Financial Services (NYSE:DFS), Synchrony Financial (NYSE:SYF).
Industry description
The investment seeks total return from dividend income and capital appreciation; capital preservation is a secondary objective of the fund.
The fund’s investment adviser seeks to achieve its investment objectives by seeking to track the FCF Risk Managed Sector Neutral Dividend Index that provides a formulaic methodology for allocating investment between securities of issuers who demonstrate higher free cash flow and dividend yield and short-term treasuries. The methodology of the index is designed to convey the benefits of high free cash flow and dividend yield, sector diversification and equal weighting.
Market Cap
The average market capitalization across the Donoghue Forlines Dividend I MF is 92.02B. The market cap for tickers in the group ranges from 7.23B to 331.75B. MRK holds the highest valuation in this group at 331.75B. The lowest valued company is ALSN at 7.23B.
Volume
The average weekly volume growth across all stocks in the Donoghue Forlines Dividend I MF was -17%. For the same stocks of the MF, the average monthly volume growth was 8% and the average quarterly volume growth was -20%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 64
P/E Growth Rating: 24
Price Growth Rating: 29
SMR Rating: 39
Profit Risk Rating: 24
Seasonality Score: -18 (-100 ... +100)