Notable companies
The most notable companies in this group are JPMorgan Chase & Co (NYSE:JPM), Johnson & Johnson (NYSE:JNJ), Merck & Co (NYSE:MRK), Philip Morris International (NYSE:PM), Wells Fargo & Co (NYSE:WFC), Citigroup (NYSE:C), Medtronic plc (NYSE:MDT), CVS HEALTH Corp (NYSE:CVS).
Industry description
The investment seeks to provide long term capital growth and current income.
The fund has a non-fundamental policy to invest, under normal circumstances, at least 80% of the value of its net assets plus borrowings for investment purposes in equity securities. It invests principally in common stocks of dividend-paying large and medium capitalization U.S. companies. The manager defines large and medium capitalization companies as those companies represented by the Russell 1000® Index or with market capitalization within the capitalization range of the Russell 1000® Index.
Market Cap
The average market capitalization across the Russell Inv Equity Income S MF is 259.78B. The market cap for tickers in the group ranges from 100.37B to 632.33B. BRK.B holds the highest valuation in this group at 632.33B. The lowest valued company is CVS at 100.37B.
Volume
The average weekly volume growth across all stocks in the Russell Inv Equity Income S MF was 101%. For the same stocks of the MF, the average monthly volume growth was 12% and the average quarterly volume growth was 91%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 32
P/E Growth Rating: 48
Price Growth Rating: 48
SMR Rating: 29
Profit Risk Rating: 42
Seasonality Score: -14 (-100 ... +100)