Notable companies
The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), JPMorgan Chase & Co (NYSE:JPM), Goldman Sachs Group (NYSE:GS), International Business Machines Corp (NYSE:IBM), Amgen (NASDAQ:AMGN), Lowe's Companies (NYSE:LOW), Bristol-Myers Squibb Co (NYSE:BMY), Freeport-McMoran (NYSE:FCX), Energy Transfer LP (NYSE:ET).
Industry description
The investment seeks to provide current income; long-term capital appreciation is a secondary objective.
Under normal circumstances, the fund seeks to meet its investment objectives by investing generally more than 80% of its net assets, plus any borrowings for investment purposes, in dividend-paying and/or interest-bearing securities. The fund aims to invest in securities of companies with a strong and improving cash flow sufficient to support a sustainable or rising income stream for investors.
Market Cap
The average market capitalization across the Westwood Income Opportunity Instl MF is 582.92B. The market cap for tickers in the group ranges from 65B to 2.73T. MSFT holds the highest valuation in this group at 2.73T. The lowest valued company is ET at 65B.
Volume
The average weekly volume growth across all stocks in the Westwood Income Opportunity Instl MF was 14%. For the same stocks of the MF, the average monthly volume growth was 38% and the average quarterly volume growth was 182%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 32
P/E Growth Rating: 56
Price Growth Rating: 46
SMR Rating: 21
Profit Risk Rating: 40
Seasonality Score: 26 (-100 ... +100)