Notable companies
The most notable companies in this group are Broadcom Inc. (NASDAQ:AVGO), JPMorgan Chase & Co (NYSE:JPM), Walmart (NASDAQ:WMT), ExxonMobil Holdings Corporation (NYSE:XOM), Johnson & Johnson (NYSE:JNJ), Chevron Corp (NYSE:CVX).
Industry description
The investment seeks to provide total return, comprised of capital appreciation and income.
The fund will invest at least 80% of its assets (net assets, plus the amount of any borrowings for investment purposes) in equity securities. The advisor intends to invest in higher dividend-yielding equity securities. It is not limited in the percentage of assets it may invest in securities listed, traded or dealt in any one country, region or geographic area and it may invest in several countries throughout the world, including emerging markets. The fund may invest in a variety of investment vehicles.
Market Cap
The average market capitalization across the NAA World Equity Income A MF is 2.36T. The market cap for tickers in the group ranges from 3.51M to 1.75T. AVGO holds the highest valuation in this group at 1.75T. The lowest valued company is NOVN at 3.51M.
Volume
The average weekly volume growth across all stocks in the NAA World Equity Income A MF was 31%. For the same stocks of the MF, the average monthly volume growth was -8% and the average quarterly volume growth was -60%
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: 57
Price Growth Rating: 44
SMR Rating: 32
Profit Risk Rating: 37
Seasonality Score: -37 (-100 ... +100)