Notable companies
The most notable companies in this group are Coca-Cola Company (NYSE:KO), International Business Machines Corp (NYSE:IBM), Verizon Communications (NYSE:VZ), Citigroup (NYSE:C), Bristol-Myers Squibb Co (NYSE:BMY), Pioneer Natural Resource Co (null:PXD), Valero Energy Corp (NYSE:VLO), American International Group (NYSE:AIG).
Industry description
The investment seeks to provide current income, conservation of principal and the opportunity for limited capital appreciation.
The fund seeks to achieve its investment objective by investing in a combination of domestic preferred securities, income producing fixed income securities, and income producing common stocks. It may also invest up to 30% of its net assets in common stocks and other dividend paying securities. The fund may also invest in preferred securities issued by real estate investment trusts ("REITs") as well as corporate bonds, convertible securities and corporate debt securities. It is non-diversified.
Market Cap
The average market capitalization across the Trajan Wealth Income Opportunities ETF ETF is 75.66B. The market cap for tickers in the group ranges from 2.32B to 263.76B. KO holds the highest valuation in this group at 263.76B. The lowest valued company is SBLK at 2.32B.
High and low price notable news
The average weekly price growth across all stocks in the Trajan Wealth Income Opportunities ETF ETF was -0%. For the same ETF, the average monthly price growth was -1%, and the average quarterly price growth was 5%. BMY experienced the highest price growth at 4%, while KO experienced the biggest fall at -3%.
Volume
The average weekly volume growth across all stocks in the Trajan Wealth Income Opportunities ETF ETF was 29%. For the same stocks of the ETF, the average monthly volume growth was 69% and the average quarterly volume growth was 41%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 39
P/E Growth Rating: 31
Price Growth Rating: 41
SMR Rating: 49
Profit Risk Rating: 44
Seasonality Score: 17 (-100 ... +100)