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), ABBVIE (NYSE:ABBV), Cisco Systems (NASDAQ:CSCO), Coca-Cola Company (NYSE:KO), Morgan Stanley (NYSE:MS), Philip Morris International (NYSE:PM).
Industry description
The investment seeks current income and capital appreciation.
Under normal circumstances, the fund invests at least 80% of its net assets (including, for this purpose, any borrowings for investment purposes) in dividend paying common and preferred stocks. It primarily invests in U.S. companies, but may invest up to 20% of its net assets in the stocks of publicly traded companies located in countries other than the United States. The fund may invest in derivatives, principally futures contracts, primarily to seek returns on the fund’s otherwise uninvested cash assets.
Market Cap
The average market capitalization across the Schwab Dividend Equity MF is 799.04B. The market cap for tickers in the group ranges from 296.74B to 1.87T. AVGO holds the highest valuation in this group at 1.87T. The lowest valued company is PM at 296.74B.
Volume
The average weekly volume growth across all stocks in the Schwab Dividend Equity MF was -7%. For the same stocks of the MF, the average monthly volume growth was -22% and the average quarterly volume growth was -51%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 60
P/E Growth Rating: 48
Price Growth Rating: 33
SMR Rating: 34
Profit Risk Rating: 15
Seasonality Score: -48 (-100 ... +100)