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QRVLX
Mutual Fund ticker: NASDAQ
AS OF
Dec 20 closing price
Price
$31.22
Change
+$0.29 (+0.94%)
Net Assets
51.61M

QRVLX 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 JPMorgan Chase & Co (NYSE:JPM), Oracle Corp (NYSE:ORCL), American Express Company (NYSE:AXP), Elevance Health (NYSE:ELV).

Industry description

The investment seeks long-term capital growth. The fund seeks to achieve its investment objective by investing primarily in the equity securities (common stocks, preferred stocks and convertible securities) of U.S. companies. Investments will be made based on their potential for capital growth without limitation on issuer capitalization.

Market Cap

The average market capitalization across the FPA Queens Road Value MF is 180.81B. The market cap for tickers in the group ranges from 43.57B to 634.15B. BRK.A holds the highest valuation in this group at 634.15B. The lowest valued company is AMP at 43.57B.

Volume

The average weekly volume growth across all stocks in the FPA Queens Road Value MF was 160%. For the same stocks of the MF, the average monthly volume growth was 191% and the average quarterly volume growth was 34%

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: 43
Price Growth Rating: 45
SMR Rating: 44
Profit Risk Rating: 14
Seasonality Score: 7 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeValue

Profile
Fundamentals
Details
Category
Large Value
Address
Bragg Capital Trust100 Queens RoadCharlotte
Phone
N/A
Web
www.queensroadfunds.com