Notable companies
The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Broadcom Inc. (NASDAQ:AVGO), JPMorgan Chase & Co (NYSE:JPM), Exxon Mobil Corp (NYSE:XOM), Unitedhealth Group (NYSE:UNH), Johnson & Johnson (NYSE:JNJ), Applied Materials (NASDAQ:AMAT), ConocoPhillips (NYSE:COP).
Industry description
The investment seeks to provide current income that exceeds the dividend yield of the S&P 500 Index and that grows over a period of years; long-term capital appreciation is a secondary consideration.
The fund seeks to achieve its objectives by investing, under normal market conditions, at least 80% of its net assets in dividend-paying common stocks. It may invest the balance of its assets in preferred stocks, convertible bonds, U.S. Treasury securities, and closed-end investment companies. The fund may invest up to 20% of its net assets in securities of issuers domiciled outside the U.S.
Market Cap
The average market capitalization across the Sit Dividend Growth I MF is 1.23T. The market cap for tickers in the group ranges from 151.38B to 3.42T. NVDA holds the highest valuation in this group at 3.42T. The lowest valued company is COP at 151.38B.
Volume
The average weekly volume growth across all stocks in the Sit Dividend Growth I MF was 73%. For the same stocks of the MF, the average monthly volume growth was 113% and the average quarterly volume growth was -29%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 70
P/E Growth Rating: 46
Price Growth Rating: 45
SMR Rating: 33
Profit Risk Rating: 16
Seasonality Score: 19 (-100 ... +100)