N/A
Average AnalystN/A
Top AnalystSlightly Bearish
Stock Target AdvisorN/A
Average UserUSD 53.85
+1.01 (+1.91%)
USD 2.01B
0.18M
N/A
N/A
Average AnalystN/A
Top AnalystSlightly Bearish
Stock Target AdvisorN/A
Average UserUSD 2.01B
USD 53.85
The fund will invest at least 90% of its net assets (including investment borrowings) in the securities that comprise the index. The index is a modified equal-dollar weighted index to objectively identify and select stocks from the Russell 1000® Index in the financial services s...Read More
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USD
USA
08/05/2007
StrataQuant Financials TR USD
MSCI ACWI NR USD
0.62 %
Symbol | Capital Gain | Dividend Return | Total Return |
---|
N/A
Symbol | Company Name | Allocation |
---|---|---|
|
TPG Inc | 1.73 % |
|
Jefferies Financial Group Inc | 1.70 % |
|
LPL Financial Holdings Inc | 1.70 % |
|
Renaissancere Holdings Ltd | 1.70 % |
|
Morgan Stanley | 1.70 % |
|
Everest Group Ltd | 1.69 % |
|
Goldman Sachs Group Inc | 1.69 % |
|
Arch Capital Group Ltd | 1.67 % |
|
KKR & Co LP | 1.67 % |
|
Blue Owl Capital Inc | 1.67 % |
N/A
N/A
3
MSCI ACWI NR USD
2
24.57
0.00
0.27
-2.96%
5.80%
12.51%
0%
Symbol | Name | Mer | Price(Change) | Market Cap |
---|---|---|---|---|
|
Financial Select Sector SPDR®.. | 0.09 % | +0.59 (+1.24%) | USD46.80B |
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This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.
The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.
The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.
The stock is trading high compared to its peers on a price to earning basis and is above the sector median.
The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.
This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.