Notable companies
The most notable companies in this group are Johnson & Johnson (NYSE:JNJ), QUALCOMM (NASDAQ:QCOM), Verizon Communications (NYSE:VZ), Pfizer (NYSE:PFE), AT&T (NYSE:T), Medtronic plc (NYSE:MDT), Bristol-Myers Squibb Co (NYSE:BMY), Intel Corp (NASDAQ:INTC), Chesapeake Energy Corp (NASDAQ:CHK).
Industry description
The investment seeks current income and realized gains from writing options with capital appreciation as a secondary objective.
The fund seeks to meet its investment objective by investing, under normal market conditions, in dividend paying equity securities of domestic and foreign large capitalization companies. The advisor expects to invest up to 20% of the fund's assets in foreign securities and the remainder in domestic securities. It is expected that the fund's strategy will result in high portfolio turnover.
Market Cap
The average market capitalization across the Covered Bridge I MF is 168.55B. The market cap for tickers in the group ranges from 11.74B to 380.22B. JNJ holds the highest valuation in this group at 380.22B. The lowest valued company is CHK at 11.74B.
Volume
The average weekly volume growth across all stocks in the Covered Bridge I MF was 35%. For the same stocks of the MF, the average monthly volume growth was 108% and the average quarterly volume growth was 106%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 15
P/E Growth Rating: 50
Price Growth Rating: 46
SMR Rating: 71
Profit Risk Rating: 73
Seasonality Score: 51 (-100 ... +100)