TORYX Torray Equity Income Fund Forecast, Technical & Fundamental Analysis

The most notable companies in this group are Alphabet (NASDAQ:GOOGL), JPMorgan Chase & Co (NYSE:JPM), Unitedhealth Group (NYSE:UNH), American Express Company (NYSE:AXP), Phillips 66 (NYSE:PSX).

The investment seeks to build investor wealth over extended periods and to minimize shareholder capital gains tax liability by limiting the realization of long- and short-term gains. The fund invests principally in common stock of large-capitalization domestic companies. Ordinarily, 90% or more of the fund's assets will be invested in common stocks with the balance held in U.S. Treasury securities or other cash equivalents. Although the number of holdings may vary, the fund usually holds between 25 and 40 stocks, with positions in individual issuers generally ranging between 2% and 4% of the fund's assets.

The average market capitalization across the Torray Equity Income Fund MF is 660.35B. The market cap for tickers in the group ranges from 25.85B to 3.46T. GOOGL holds the highest valuation in this group at 3.46T. The lowest valued company is LEN.B at 25.85B.

The average weekly volume growth across all stocks in the Torray Equity Income Fund MF was -5%. For the same stocks of the MF, the average monthly volume growth was 11% and the average quarterly volume growth was -58%