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GVALX
Mutual Fund ticker: NASDAQ
AS OF
Dec 17 closing price
Price
$15.58
Change
-$0.12 (-0.76%)
Net Assets
33.81M

GVALX price forecast, quote, news & analysis

Category: @Large Value
A.I.Advisor
published price charts
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Broadcom Inc. (NASDAQ:AVGO), Exxon Mobil Corp (NYSE:XOM), Cisco Systems (NASDAQ:CSCO), Caterpillar (NYSE:CAT), Applied Materials (NASDAQ:AMAT), Comcast Corp (NASDAQ:CMCSA), Pfizer (NYSE:PFE), Lam Research Corp (NASDAQ:LRCX), AT&T (NYSE:T), CVS HEALTH Corp (NYSE:CVS).

Industry description

The investment seeks long-term capital appreciation. The fund seeks a total return greater than that of the S&P 500® Index over a full market cycle, which is a period that includes both a bull (rising) market and a bear (falling) market cycle. It will primarily invest in common stocks of U.S. companies listed in the S&P 500® Index, but may invest in other large capitalization companies, primarily selected from the largest 500 - 700 U.S. companies based on market capitalization.

Market Cap

The average market capitalization across the Gotham Large Value Institutional MF is 281.94B. The market cap for tickers in the group ranges from 100.37B to 1.12T. AVGO holds the highest valuation in this group at 1.12T. The lowest valued company is CVS at 100.37B.

Volume

The average weekly volume growth across all stocks in the Gotham Large Value Institutional MF was 43%. For the same stocks of the MF, the average monthly volume growth was -6% 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: 46
P/E Growth Rating: 48
Price Growth Rating: 44
SMR Rating: 53
Profit Risk Rating: 46
Seasonality Score: 51 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeValue

Profile
Fundamentals
Details
Category
Large Value
Address
Fundvantage Trust (Gotham)301 BELLEVUE PARKWAYWILMINGTON
Phone
3027911906
Web
www.gothamfunds.com