Notable companies
The most notable companies in this group are Walmart (NYSE:WMT), JPMorgan Chase & Co (NYSE:JPM), Exxon Mobil Corp (NYSE:XOM), Procter & Gamble Company (NYSE:PG), Johnson & Johnson (NYSE:JNJ), Merck & Co (NYSE:MRK), Bank of America Corp (NYSE:BAC), Chevron Corp (NYSE:CVX), Walt Disney Company (The) (NYSE:DIS).
Industry description
The investment seeks a favorable long-term total return, mainly through capital appreciation, by investing primarily in a portfolio of equity securities of large domestic value companies based on a market index.
Under normal circumstances, the fund invests at least 80% of its assets in securities of its benchmark index, the Russell 1000® Value Index. The Russell 1000 Value Index is a subset of the Russell 1000 Index, which represents the performance of the large-cap value segment of the U.S. equity universe. It includes those Russell 1000 Index companies with lower price-to-book ratios and lower expected growth values.
Market Cap
The average market capitalization across the Nuveen Large Cap Value Idx Retire MF is 412.18B. The market cap for tickers in the group ranges from 222.92B to 766.55B. WMT holds the highest valuation in this group at 766.55B. The lowest valued company is DIS at 222.92B.
Volume
The average weekly volume growth across all stocks in the Nuveen Large Cap Value Idx Retire MF was 7%. For the same stocks of the MF, the average monthly volume growth was -22% and the average quarterly volume growth was 18%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 62
P/E Growth Rating: 49
Price Growth Rating: 47
SMR Rating: 46
Profit Risk Rating: 34
Seasonality Score: 23 (-100 ... +100)