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QRVLX FPA Queens Road Value Forecast, Technical & Fundamental Analysis

The investment seeks long-term capital growth... Show more

Category: #Large Value
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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 265.16B. The market cap for tickers in the group ranges from 34.31B to 895.33B. JPM holds the highest valuation in this group at 895.33B. The lowest valued company is FI at 34.31B.

Volume

The average weekly volume growth across all stocks in the FPA Queens Road Value MF was 13%. For the same stocks of the MF, the average monthly volume growth was 74% and the average quarterly volume growth was 163%

Fundamental Analysis Ratings

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

Valuation Rating: 64
P/E Growth Rating: 51
Price Growth Rating: 37
SMR Rating: 32
Profit Risk Rating: 34
Seasonality Score: 13 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeValue

Profile
Details
Category
Large Value
Address
Bragg Capital Trust100 Queens RoadCharlotte
Phone
N/A
Web
www.queensroadfunds.com
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FCLZX17.32N/A
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Fidelity Advisor Climate Action Z
TEFTX10.56N/A
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Templeton Foreign C
RDLAX12.15N/A
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Columbia Disciplined Growth A
NSVAX16.20N/A
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FZAIX64.92N/A
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Fidelity Advisor International Discv Z

QRVLX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, QRVLX has been closely correlated with FWMIX. 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 FWMIX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To QRVLX
1D Price
Change %
QRVLX100%
N/A
FWMIX - QRVLX
89%
Closely correlated
-0.45%
RMEBX - QRVLX
87%
Closely correlated
-0.16%
RMFCX - QRVLX
87%
Closely correlated
-0.14%
RMFEX - QRVLX
87%
Closely correlated
-0.16%
DODGX - QRVLX
85%
Closely correlated
N/A
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FPA Queens Road Value (QRVLX) mutual fund Forecast, Price Targets and Analysts Predictions - Tickeron.com