Notable companies
The most notable companies in this group are Broadcom Inc. (NASDAQ:AVGO), JPMorgan Chase & Co (NYSE:JPM), Eli Lilly & Co (NYSE:LLY), Johnson & Johnson (NYSE:JNJ), ABBVIE (NYSE:ABBV), Bank of America Corp (NYSE:BAC), Unitedhealth Group (NYSE:UNH), Merck & Co (NYSE:MRK), MetLife (NYSE:MET).
Industry description
The investment seeks current income and capital appreciation.
The fund generally invests in a diversified portfolio consisting of equity securities of U.S. companies that have a history of attractive dividend yields and positive growth in operating cash flow. It invests at least 80% of its assets (net assets plus any borrowings for investment purposes) in equity securities of dividend-paying U.S. companies across all market capitalizations. The fund may invest up to 15% of its net assets in foreign securities.
Market Cap
The average market capitalization across the NYLI Epoch U.S. Equity Yield Class I MF is 459.86B. The market cap for tickers in the group ranges from 51.43B to 1.44T. AVGO holds the highest valuation in this group at 1.44T. The lowest valued company is MET at 51.43B.
Volume
The average weekly volume growth across all stocks in the NYLI Epoch U.S. Equity Yield Class I MF was 54%. For the same stocks of the MF, the average monthly volume growth was 12% and the average quarterly volume growth was 64%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 56
P/E Growth Rating: 62
Price Growth Rating: 34
SMR Rating: 30
Profit Risk Rating: 33
Seasonality Score: -32 (-100 ... +100)