Notable companies
The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), JPMorgan Chase & Co (NYSE:JPM), Walmart (NYSE:WMT), Exxon Mobil Corp (NYSE:XOM), Johnson & Johnson (NYSE:JNJ), Home Depot (NYSE:HD), Procter & Gamble Company (NYSE:PG), Chevron Corp (NYSE:CVX), ConocoPhillips (NYSE:COP).
Industry description
The investment seeks capital appreciation and dividend income.
The fund will invest at least 80% of its net assets plus borrowings for investment purposes in equity securities of dividend paying companies organized or headquartered in the United States. Its equity investments include common stock, preferred stock, rights and warrants. The advisor intends to invest the fund's assets in the equity securities of companies that the advisor believes are undervalued based on their earnings, dividends, assets, or other financial measures.
Market Cap
The average market capitalization across the Zacks Dividend Investor MF is 747.99B. The market cap for tickers in the group ranges from 76.7B to 3.68T. MSFT holds the highest valuation in this group at 3.68T. The lowest valued company is AJG at 76.7B.
Volume
The average weekly volume growth across all stocks in the Zacks Dividend Investor MF was 35%. For the same stocks of the MF, the average monthly volume growth was 14% and the average quarterly volume growth was -20%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 71
P/E Growth Rating: 48
Price Growth Rating: 43
SMR Rating: 40
Profit Risk Rating: 21
Seasonality Score: -3 (-100 ... +100)