The information provided on EL7.AI is for educational and informational purposes only and does not constitute financial advice.

Asset Management - Income Industry

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

EL7 Score

63Balanced

81 of 153

P/E 10.4 vs period average 10.5 Near its historical average

Total stocks152

Total Market Cap$107B

Median P/E10.4x

Median Net Margin89.6%

Value

Growth

Best Stocks in Asset Management - Income

Ranked among 51 stocks with a market cap above $500M. Smaller companies are excluded from the ranking.

Rank	Company	Price	Change	P/E	Fwd P/E	Value	Growth	Quality	Safety	Capital Return	EL7 Score
1/51	CCDCalamos Dynamic	$25.97	+1.9%	5.2	—	97	88	94	57	81	99
2/51	GGNGAMCO Global Gold,	$5.24	+2.1%	2.6	—	99	99	100	83	—	98
3/51	EXGEaton Vance	$10.00	+0.6%	7.3	—	82	87	82	91	66	94
4/51	NIEVirtus Equity &	$26.40	+0.7%	6.4	—	98	55	84	96	41	92
5/51	CIIBlackRock Enhanced	$24.77	+0.6%	4.9	—	82	98	95	82	66	91
6/51	CHICalamos Convertible	$13.04	+1.3%	6.0	—	83	73	91	46	77	91
7/51	CHYCalamos Convertible	$13.14	+1.6%	5.6	—	85	73	92	43	76	90
8/51	ETGEaton Vance	$24.29	+0.8%	5.7	—	68	35	91	76	41	88
9/51	CHWCalamos Global Dynamic	$8.53	+0.7%	5.9	—	64	16	86	54	78	86
10/51	GDVThe Gabelli Dividend &	$30.39	+0.8%	6.4	—	55	86	86	79	26	85

Page 1 of 6

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%	$5B	0.35%	159
IYFiShares U.S. Financials ETF	99.0%	$4B	0.38%	142
XLFState Street Financial Select Sector SPDR ETF	98.1%	$59B	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.