The investment seeks to track the investment results of the Dow Jones U.S. Consumer Goods Index composed of U.S. equities in the consumer goods sector. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. The underlying index measures the performance of the consumer goods sector of the U.S. equity market. The fund may invest the remainder of its assets in certain futures, options and swap contracts, cash and cash equivalents. It is non-diversified.
|GJR||Strats Trust For Procter & Gambel Security CTF 2006-1||13.00 %|
|CCEP||Coca-Cola European Partners plc||8.97 %|
|PEP||PepsiCo, Inc||8.04 %|
|PM||Philip Morris International Inc||5.63 %|
|NKE||NIKE, Inc||5.40 %|
|MO||Altria Group, Inc||3.94 %|
|MDLZ||Mondelez International, Inc||3.32 %|
|TSLA||Tesla, Inc||2.68 %|
|CL||Colgate-Palmolive Company||2.48 %|
|KMB||Kimberly-Clark Corporation||1.98 %|
|XLP||Consumer Staples Select Sector..||0.13 %||
|VDC||Vanguard Consumer Staples Inde..||0.10 %||
|KXI||iShares Global Consumer Staple..||0.46 %||
|FSTA||Fidelity MSCI Consumer Staples..||0.08 %||
|RHS||Invesco S&P 500 Equal Weight C..||0.40 %||
|FXG||First Trust Consumer Staples A..||0.64 %||
|PBJ||Invesco Dynamic Food & Beverag..||0.63 %||
|JHMS||John Hancock Multifactor Consu..||0.40 %||
|QGTA||IQ Leaders GTAA Tracker ETF||0.37 %||
|Market Performance vs.
Industry/Classification (Consumer Defensive)
|Market Performance vs. Exchange|
|Value||Sector Median||Percentile Rank||Grade||Market Median||Percentile Rank||Grade|
|Trailing 12 Months|
|Trailing 5 Years|
|Average Annual (5 Year Horizon)|
|Risk Return Profile|
|Volatility (Standard Deviation)||7.06%||30%||F||86%||B|
|Risk Adjusted Return||87.28%||40%||F||81%||B-|
|Letter Grade||Percentage||Letter Grade||Percentage||Letter Grade||Percentage|
|Target Price Action||Rating Action||Analyst||Rating||Price||Date|
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 is trading low compared to its peers on a price to earning basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.
This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.
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.
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.