Ad is loading...
MENU

QDVIX EquityCompass Quality Dividend Instl 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), 3M Company (NYSE:MMM), Target Corp (NYSE:TGT), 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 Instl MF is 167.73B. 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 Instl MF was 42%. For the same stocks of the MF, the average monthly volume growth was 33% and the average quarterly volume growth was 65%

Fundamental Analysis Ratings

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

Valuation Rating: 36
P/E Growth Rating: 64
Price Growth Rating: 49
SMR Rating: 34
Profit Risk Rating: 41
Seasonality Score: 24 (-100 ... +100)
View a ticker or compare two or three
Ad is loading...
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
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
WBSRX39.900.72
+1.84%
William Blair Small Cap Growth R6
JVMAX30.250.39
+1.31%
JHancock Disciplined Value Mid Cap A
GEMCX19.33N/A
N/A
Goldman Sachs Emerging Markets Eq C
ALOYX18.54N/A
N/A
Alger Mid Cap Focus Y
SBSIX11.42N/A
N/A
Segall Bryant & Hamill Intl Sm Cp Ins

QDVIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, QDVIX has been closely correlated with DOXGX. These tickers have moved in lockstep 82% of the time. This A.I.-generated data suggests there is a high statistical probability that if QDVIX jumps, then DOXGX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To QDVIX
1D Price
Change %
QDVIX100%
N/A
DOXGX - QDVIX
82%
Closely correlated
+0.59%
RMFEX - QDVIX
82%
Closely correlated
+0.90%
RMFCX - QDVIX
81%
Closely correlated
+0.89%
RMEBX - QDVIX
81%
Closely correlated
+0.90%
FFMMX - QDVIX
38%
Loosely correlated
+0.90%
More