Notable companies
The most notable companies in this group are JPMorgan Chase & Co (NYSE:JPM), Exxon Mobil Corp (NYSE:XOM), Chevron Corp (NYSE:CVX), Verizon Communications (NYSE:VZ), Comcast Corp (NASDAQ:CMCSA), Pfizer (NYSE:PFE), ConocoPhillips (NYSE:COP), AT&T (NYSE:T), Intel Corp (NASDAQ:INTC).
Industry description
The investment seeks to achieve long-term capital appreciation.
The fund is designed to purchase a broad and diverse group of readily marketable equity securities of large and mid cap U.S. companies listed on a securities exchange in the United States that is deemed appropriate by the Sub-Adviser, that the Sub-Adviser believes are “value” stocks at the time of investment. It will invest at least 80% of its net assets in U.S. securities. The fund may lend its portfolio securities to generate additional income.
Market Cap
The average market capitalization across the SA US Value MF is 243.7B. The market cap for tickers in the group ranges from 87.5B to 632.33B. BRK.B holds the highest valuation in this group at 632.33B. The lowest valued company is INTC at 87.5B.
Volume
The average weekly volume growth across all stocks in the SA US Value MF was 6%. For the same stocks of the MF, the average monthly volume growth was -8% 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: 58
P/E Growth Rating: 60
Price Growth Rating: 54
SMR Rating: 55
Profit Risk Rating: 53
Seasonality Score: -14 (-100 ... +100)