QRVLX FPA Queens Road Value Forecast, Technical & Fundamental Analysis

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).

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.

The average market capitalization across the FPA Queens Road Value MF is 245.67B. The market cap for tickers in the group ranges from 47.6B to 794.02B. JPM holds the highest valuation in this group at 794.02B. The lowest valued company is AMP at 47.6B.

The average weekly volume growth across all stocks in the FPA Queens Road Value MF was -39%. For the same stocks of the MF, the average monthly volume growth was -29% and the average quarterly volume growth was -15%