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Asset Management - Income Industry

Asset Management - Income industry analysis: EL7 Score and the best stocks ranked by value, profitability, and momentum.

EL7 Score

59Balanced

89 of 153

P/E 10.6 vs period average 10.5 Near its historical average

Stocks153

Total Market Cap$109B

Median P/E10.6x

Median Net Margin89.6%

Value

Growth

Quality

Best Stocks in Asset Management - Income

Rank	Company	Price	Change	P/E	Fwd P/E	Value	Growth	Quality	Safety	Capital Return	EL7 Score
1/52	CCDCalamos Dynamic	$24.63	-1.1%	5.2	—	97	83	94	57	81	99
2/52	EXGEaton Vance	$9.58	+0.2%	7.0	—	83	75	80	91	67	94
3/52	NIEVirtus Equity &	$25.77	-0.2%	6.2	—	96	57	83	96	39	93
4/52	CIIBlackRock Enhanced	$23.90	-0.5%	4.7	—	81	94	94	83	66	93
5/52	GGNGAMCO Global Gold,	$4.84	-0.8%	2.4	—	99	98	100	83	26	92
6/52	CHICalamos Convertible	$12.31	-2.1%	5.8	—	81	57	91	45	77	90
7/52	CHYCalamos Convertible	$12.50	-1.5%	5.4	—	85	54	91	41	76	89
8/52	EVTEaton Vance	$27.85	-0.0%	3.3	—	77	60	98	76	39	88
9/52	CHWCalamos Global Dynamic	$8.32	-1.2%	5.7	—	68	24	86	54	79	86
10/52	ETGEaton Vance	$22.89	+0.2%	5.4	—	74	30	90	77	39	86

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Score = market-cap-weighted percentile rank of the sector stocks vs the whole market (0-100). Higher = stronger.

ETFs with exposure to this sector

Funds that track the sector and each fund's exposure to it.

Fund	Exposure	Assets	Expense	Holdings
KREState Street SPDR S&P Regional Banking ETF	100.0%	$4B	0.35%	159
IYFiShares U.S. Financials ETF	99.0%	$5B	0.38%	142
XLFState Street Financial Select Sector SPDR ETF	98.2%	$56B	0.08%	76
VFHVanguard Financials ETF	96.8%	$14B	0.09%	404

The percentage is the sector's share of the fund's assets, per the latest available data.