Notable companies
The most notable companies in this group are Alphabet (NASDAQ:GOOG), Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META), Broadcom Inc. (NASDAQ:AVGO), Walmart (NYSE:WMT), JPMorgan Chase & Co (NYSE:JPM), Exxon Mobil Corp (NYSE:XOM), Unitedhealth Group (NYSE:UNH), Costco Wholesale Corp (NASDAQ:COST), Procter & Gamble Company (NYSE:PG).
Industry description
The investment seeks to track the investment results of the Morningstar® U.S. Large-Mid Cap Broad Value IndexSM composed of large-and mid-capitalization U.S. equities that exhibit value characteristics.
The fund will invest at least 80% of its assets in the component securities of its underlying index and in investments that have economic characteristics that are substantially identical to the component securities of its underlying index. The underlying index measures the performance of U.S. stocks issued by large-mid capitalization companies that have exhibited above-average “value” characteristics as determined by Morningstar’s proprietary index methodology.
Market Cap
The average market capitalization across the iShares Morningstar Value ETF ETF is 86.66B. The market cap for tickers in the group ranges from 5.89B to 1.94T. GOOGL holds the highest valuation in this group at 1.94T. The lowest valued company is CLF at 5.89B.
High and low price notable news
The average weekly price growth across all stocks in the iShares Morningstar Value ETF ETF was 11%. For the same ETF, the average monthly price growth was 42%, and the average quarterly price growth was 69%. ZG experienced the highest price growth at 29%, while CE experienced the biggest fall at -20%.
Volume
The average weekly volume growth across all stocks in the iShares Morningstar Value ETF ETF was -39%. For the same stocks of the ETF, the average monthly volume growth was 35% and the average quarterly volume growth was 19%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 59
P/E Growth Rating: 49
Price Growth Rating: 39
SMR Rating: 53
Profit Risk Rating: 42
Seasonality Score: 30 (-100 ... +100)