Notable companies
The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Home Depot (NYSE:HD), International Business Machines Corp (NYSE:IBM), Verizon Communications (NYSE:VZ), AT&T (NYSE:T), Pfizer (NYSE:PFE), Medtronic plc (NYSE:MDT), Accenture PLC (NYSE:ACN), United Parcel Service (NYSE:UPS).
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 485.92B. The market cap for tickers in the group ranges from 85.32B to 3.68T. MSFT holds the highest valuation in this group at 3.68T. The lowest valued company is UPS at 85.32B.
Volume
The average weekly volume growth across all stocks in the Covered Bridge I MF was 10%. For the same stocks of the MF, the average monthly volume growth was -19% and the average quarterly volume growth was -21%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 34
P/E Growth Rating: 48
Price Growth Rating: 44
SMR Rating: 45
Profit Risk Rating: 67
Seasonality Score: -20 (-100 ... +100)