Notable companies
The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Alphabet (NASDAQ:GOOG), PepsiCo (NASDAQ:PEP), Charles Schwab Corp (The) (NYSE:SCHW), Canadian Natural Resources Limited (NYSE:CNQ).
Industry description
The investment seeks long-term capital appreciation and, to a lesser extent, current income.
The fund invests primarily in domestic equity securities. It also may invest in foreign equity securities, including emerging market securities, and debt securities. The fund may invest up to 30% of its assets in foreign equity securities. Its investments in equity securities may include common stocks, preferred stocks, convertible preferred stocks and ADRs. It may invest up to 20% of its assets in such debt securities, including junk bonds, in any proportion provided that the total invested does not exceed the 20% threshold.
Market Cap
The average market capitalization across the AMG Yacktman I MF is 800.4B. The market cap for tickers in the group ranges from 15.05B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is NWSA at 15.05B.
Volume
The average weekly volume growth across all stocks in the AMG Yacktman I MF was 1%. For the same stocks of the MF, the average monthly volume growth was -16% and the average quarterly volume growth was 32%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 51
P/E Growth Rating: 61
Price Growth Rating: 40
SMR Rating: 39
Profit Risk Rating: 27
Seasonality Score: 11 (-100 ... +100)