Notable companies
The most notable companies in this group are JPMorgan Chase & Co (NYSE:JPM), Bank of America Corp (NYSE:BAC), Wells Fargo & Co (NYSE:WFC), Charles Schwab Corp (The) (NYSE:SCHW), Citigroup (NYSE:C), Capital One Financial (NYSE:COF).
Industry description
The investment seeks long-term growth of capital and a modest level of income.
The fund normally invests at least 80% of its net assets (plus any borrowings for investment purposes) in the common stocks of companies in the financial services industry. Any derivatives that provide exposure to the investment focus suggested by the fund’s name, or to one or more market risk factors associated with the investment focus suggested by the fund’s name, are counted (as applicable) toward compliance with the fund’s 80% investment policy.
Market Cap
The average market capitalization across the T. Rowe Price Financial Services I MF is 180.27B. The market cap for tickers in the group ranges from 30.64B to 573.02B. JPM holds the highest valuation in this group at 573.02B. The lowest valued company is HIG at 30.64B.
Volume
The average weekly volume growth across all stocks in the T. Rowe Price Financial Services I MF was -14%. For the same stocks of the MF, the average monthly volume growth was -37% and the average quarterly volume growth was -12%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 75
P/E Growth Rating: 44
Price Growth Rating: 42
SMR Rating: 26
Profit Risk Rating: 18
Seasonality Score: -16 (-100 ... +100)