MENU
DLCIX
Mutual Fund ticker: NASDAQ
PRICE
CHANGE
NET ASSETS

DLCIX price forecast, quote, news & analysis

Category: @Large Blend
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META), Broadcom Inc. (NASDAQ:AVGO), Dell Technologies (NYSE:DELL), McKesson Corp (NYSE:MCK).

Industry description

The investment seeks long-term growth of capital. The fund seeks to achieve its investment objective through investment in publicly-traded equity securities using a disciplined, risk-controlled investment process. At least 80% of the fund's net assets will be invested in large cap equity securities, which the Adviser defines as companies having a market capitalization of over $10 billion at the time of purchase. While the fund selects stocks from the 700 largest companies, it may also invest a portion of its assets in equity securities of companies of any size, including what are commonly referred to as small-cap and mid-cap companies.

Market Cap

The average market capitalization across the Dana Large Cap Equity Institutional MF is 1.49T. The market cap for tickers in the group ranges from 11.96B to 3.26T. NVDA holds the highest valuation in this group at 3.26T. The lowest valued company is IBKR at 11.96B.

Volume

The average weekly volume growth across all stocks in the Dana Large Cap Equity Institutional MF was 71%. For the same stocks of the MF, the average monthly volume growth was 0% and the average quarterly volume growth was -28%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 69
P/E Growth Rating: 61
Price Growth Rating: 29
SMR Rating: 41
Profit Risk Rating: 13
Seasonality Score: -8 (-100 ... +100)
View a ticker or compare two or three
Ad is loading...
A.I.Advisor
published price charts
A.I. Advisor
published General Information

General Information

Category LargeBlend

Profile
Fundamentals
Details
Category
Large Blend
Address
Valued Advisers Trust2960 N MERIDIAN STREET STE 300Indianapolis
Phone
N/A
Web
N/A