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QDVAX EquityCompass Quality Dividend A Forecast, Technical & Fundamental Analysis

Category LargeValue
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are JPMorgan Chase & Co (NYSE:JPM), Merck & Co (NYSE:MRK), International Business Machines Corp (NYSE:IBM), QUALCOMM (NASDAQ:QCOM), Amgen (NASDAQ:AMGN), Target Corp (NYSE:TGT), 3M Company (NYSE:MMM), Prudential Financial (NYSE:PRU), Best Buy Company (NYSE:BBY).

Industry description

The investment seeks to achieve current income and long-term growth of capital. The fund primarily invests in a diversified portfolio of income-producing (dividend-paying) equity securities of U.S. and foreign companies. It invests principally in common stocks, but its equity investments may also include REITs, and other investment companies (including mutual funds and ETFs). The fund may invest in equity securities issued by companies of different capitalization ranges, but will typically focus on larger companies.

Market Cap

The average market capitalization across the EquityCompass Quality Dividend A MF is 171.44B. The market cap for tickers in the group ranges from 17.67B to 573.02B. JPM holds the highest valuation in this group at 573.02B. The lowest valued company is BBY at 17.67B.

Volume

The average weekly volume growth across all stocks in the EquityCompass Quality Dividend A MF was 146%. For the same stocks of the MF, the average monthly volume growth was 66% and the average quarterly volume growth was 121%

Fundamental Analysis Ratings

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

Valuation Rating: 33
P/E Growth Rating: 57
Price Growth Rating: 31
SMR Rating: 38
Profit Risk Rating: 32
Seasonality Score: -21 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeValue

Profile
Fundamentals
Details
Category
Large Value
Address
FundVantage Trust301 BELLEVUE PARKWAYWilmington
Phone
(443) 224-1231
Web
www.equitycompass.com
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QDVAX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, QDVAX has been closely correlated with DOXGX. These tickers have moved in lockstep 86% of the time. This A.I.-generated data suggests there is a high statistical probability that if QDVAX jumps, then DOXGX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To QDVAX
1D Price
Change %
QDVAX100%
-0.39%
DOXGX - QDVAX
86%
Closely correlated
-0.74%
FFFMX - QDVAX
39%
Loosely correlated
-0.05%
FFMMX - QDVAX
38%
Loosely correlated
-0.03%
DODGX - QDVAX
33%
Poorly correlated
-0.73%
VIVAX - QDVAX
31%
Poorly correlated
-0.09%
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