Notable companies
The most notable companies in this group are Anheuser-Busch INBEV SA/NV (NYSE:BUD), Pfizer (NYSE:PFE), Kinder Morgan (NYSE:KMI), Dominion Energy (NYSE:D), Kraft Heinz Company (The) (NASDAQ:KHC).
Industry description
The investment seeks maximum long-term total return, consistent with reasonable risk to principal.
The fund invests, under normal circumstances, at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in equity securities of companies with large market capitalizations. The fund will invest primarily in a diversified portfolio of common stocks. Although the adviser will primarily draw the fund's holdings from larger, more seasoned or established companies, it may also invest in companies of varying size as measured by assets, sales or market capitalization.
Market Cap
The average market capitalization across the TSW Large Cap Value Institutional MF is 76.91B. The market cap for tickers in the group ranges from 4.8B to 632.33B. BRK.B holds the highest valuation in this group at 632.33B. The lowest valued company is LBRDK at 4.8B.
Volume
The average weekly volume growth across all stocks in the TSW Large Cap Value Institutional MF was -6%. For the same stocks of the MF, the average monthly volume growth was -5% and the average quarterly volume growth was -11%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 31
P/E Growth Rating: 60
Price Growth Rating: 54
SMR Rating: 81
Profit Risk Rating: 78
Seasonality Score: 0 (-100 ... +100)