Notable companies
The most notable companies in this group are JPMorgan Chase & Co (NYSE:JPM), Johnson & Johnson (NYSE:JNJ), Merck & Co (NYSE:MRK), Lowe's Companies (NYSE:LOW), Honeywell International (NASDAQ:HON), Comcast Corp (NASDAQ:CMCSA), ConocoPhillips (NYSE:COP).
Industry description
The investment seeks long-term growth of capital and may also seek income.
Under normal circumstances, the fund will invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in securities of large market capitalization companies (80% policy). For purposes of this fund, large market capitalization companies are those companies whose market capitalization is similar to the market capitalization of companies in the Russell 1000 ® Value Index.
Market Cap
The average market capitalization across the Optimum Large Cap Value Instl MF is 225.59B. The market cap for tickers in the group ranges from 59.79B to 798.78B. JPM holds the highest valuation in this group at 798.78B. The lowest valued company is TRV at 59.79B.
Volume
The average weekly volume growth across all stocks in the Optimum Large Cap Value Instl MF was 20%. For the same stocks of the MF, the average monthly volume growth was -16% and the average quarterly volume growth was -13%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 55
P/E Growth Rating: 61
Price Growth Rating: 42
SMR Rating: 43
Profit Risk Rating: 33
Seasonality Score: -33 (-100 ... +100)