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QRVLX FPA Queens Road Value 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), 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 182.06B. 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 3%. For the same stocks of the MF, the average monthly volume growth was 9% and the average quarterly volume growth was 40%

Fundamental Analysis Ratings

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

Valuation Rating: 70
P/E Growth Rating: 39
Price Growth Rating: 22
SMR Rating: 44
Profit Risk Rating: 11
Seasonality Score: 17 (-100 ... +100)
View a ticker or compare two or three
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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
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
OIEJX27.060.32
+1.20%
JPMorgan Equity Income R6
RGIYX9.810.08
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Russell Inv Global Infrastructure Y
MGTSX38.940.20
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Morgan Stanley Inst Global Opp R6
MCTDX10.860.02
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Modern Capital Tactical Income ADV
NIQEX13.29N/A
N/A
Neuberger Berman International Eq E

QRVLX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, QRVLX has been closely correlated with VIVAX. These tickers have moved in lockstep 89% of the time. This A.I.-generated data suggests there is a high statistical probability that if QRVLX jumps, then VIVAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To QRVLX
1D Price
Change %
QRVLX100%
+0.99%
VIVAX - QRVLX
89%
Closely correlated
+1.22%
VIVIX - QRVLX
89%
Closely correlated
+1.22%
VVIAX - QRVLX
89%
Closely correlated
+1.22%
RMEBX - QRVLX
87%
Closely correlated
+0.90%
RMFCX - QRVLX
87%
Closely correlated
+0.89%
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