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QDVCX EquityCompass Quality Dividend C 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), QUALCOMM (NASDAQ:QCOM), International Business Machines Corp (NYSE:IBM), 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 C MF is 169.13B. 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 C MF was -7%. For the same stocks of the MF, the average monthly volume growth was -1% and the average quarterly volume growth was 1%

Fundamental Analysis Ratings

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

Valuation Rating: 32
P/E Growth Rating: 54
Price Growth Rating: 30
SMR Rating: 47
Profit Risk Rating: 38
Seasonality Score: -10 (-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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1D
1W
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QDVCX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, QDVCX has been loosely correlated with FFMMX. These tickers have moved in lockstep 38% of the time. This A.I.-generated data suggests there is some statistical probability that if QDVCX jumps, then FFMMX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To QDVCX
1D Price
Change %
QDVCX100%
+0.73%
FFMMX - QDVCX
38%
Loosely correlated
+0.27%
FFFMX - QDVCX
38%
Loosely correlated
+0.27%
DODGX - QDVCX
28%
Poorly correlated
+0.35%
DOXGX - QDVCX
28%
Poorly correlated
+0.35%
VIVAX - QDVCX
27%
Poorly correlated
+0.27%
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