Notable companies
The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), JPMorgan Chase & Co (NYSE:JPM), Unitedhealth Group (NYSE:UNH), Johnson & Johnson (NYSE:JNJ), Bank of America Corp (NYSE:BAC), Chevron Corp (NYSE:CVX), Abbott Laboratories (NYSE:ABT), Goldman Sachs Group (NYSE:GS), Honeywell International (NASDAQ:HON), American International Group (NYSE:AIG).
Industry description
The investment seeks long-term capital appreciation.
Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in common stocks and other equity securities of large capitalization companies. It generally invests in equity securities of domestic companies, but may also invest in equity securities of foreign companies and American Depositary Receipts ("ADRs"). The fund invests in approximately 40-60 securities that are well diversified among market sectors.
Market Cap
The average market capitalization across the Westwood Quality Value Fund Inst MF is 566.52B. The market cap for tickers in the group ranges from 53.23B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is AIG at 53.23B.
Volume
The average weekly volume growth across all stocks in the Westwood Quality Value Fund Inst MF was 15%. For the same stocks of the MF, the average monthly volume growth was -4% and the average quarterly volume growth was 20%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 60
P/E Growth Rating: 42
Price Growth Rating: 47
SMR Rating: 38
Profit Risk Rating: 27
Seasonality Score: 13 (-100 ... +100)