Notable companies
The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), NVIDIA Corp (NASDAQ:NVDA), Apple (NASDAQ:AAPL), Broadcom Inc. (NASDAQ:AVGO), Walmart (NYSE:WMT), Eli Lilly & Co (NYSE:LLY), VISA (NYSE:V), JPMorgan Chase & Co (NYSE:JPM), Unitedhealth Group (NYSE:UNH), Procter & Gamble Company (NYSE:PG).
Industry description
The investment seeks total return.
The fund invests mainly in common stocks of companies that currently pay dividends or are expected to begin paying dividends in the future. It normally will invest at least 80% of its net assets in securities of companies that the portfolio managers expect to experience dividend growth, including companies that currently pay dividends and are expected to increase them and companies that do not currently pay dividends but are expected to begin paying them in the near future, and in derivatives and other instruments that have economic characteristics similar to such securities.
Market Cap
The average market capitalization across the Invesco Rising Dividends R5 MF is 1.33T. The market cap for tickers in the group ranges from 381.78B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is PG at 381.78B.
Volume
The average weekly volume growth across all stocks in the Invesco Rising Dividends R5 MF was 37%. For the same stocks of the MF, the average monthly volume growth was -3% and the average quarterly volume growth was 19%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 77
P/E Growth Rating: 43
Price Growth Rating: 46
SMR Rating: 26
Profit Risk Rating: 9
Seasonality Score: 39 (-100 ... +100)