Notable companies
The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Alphabet (NASDAQ:GOOG), JPMorgan Chase & Co (NYSE:JPM), VISA (NYSE:V), Accenture PLC (NYSE:ACN), ConocoPhillips (NYSE:COP).
Industry description
The investment seeks long-term capital growth and income through an actively managed portfolio of stocks, bonds and money market instruments.
The fund will invest in a diversified portfolio of stocks, bonds and money market instruments, with at least 25% of the fund's assets invested in each of the following categories: (i) fixed-income securities, such as U.S. government and agency securities, corporate bonds, money market funds, and cash and (ii) domestic and foreign equity securities, such as common stock.
Market Cap
The average market capitalization across the Boston Trust Walden Balanced MF is 1.7T. The market cap for tickers in the group ranges from 119.61B to 3.78T. MSFT holds the highest valuation in this group at 3.78T. The lowest valued company is COP at 119.61B.
Volume
The average weekly volume growth across all stocks in the Boston Trust Walden Balanced MF was 110%. For the same stocks of the MF, the average monthly volume growth was 24% and the average quarterly volume growth was 47%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 63
P/E Growth Rating: 44
Price Growth Rating: 41
SMR Rating: 31
Profit Risk Rating: 28
Seasonality Score: -32 (-100 ... +100)