Ad is loading...
MENU

TOCQX Tocqueville Forecast, Technical & Fundamental Analysis

Category LargeBlend
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Alphabet (NASDAQ:GOOGL), Merck & Co (NYSE:MRK), QUALCOMM (NASDAQ:QCOM), Applied Materials (NASDAQ:AMAT), Nextera Energy Inc (NYSE:NEE).

Industry description

The investment seeks long-term capital appreciation. The fund invests primarily in common stocks of U.S. companies. It may also invest up to 25% of its net assets in non-U.S. companies, including in American Depositary Receipts ("ADRs"), in both developed and emerging markets. The fund seeks to invest in companies that have good long-term business fundamentals but are temporarily out of favor with investors, and hence have a market value lower than their intrinsic value.

Market Cap

The average market capitalization across the Tocqueville MF is 1.21T. The market cap for tickers in the group ranges from 1.36B to 3.59T. NVDA holds the highest valuation in this group at 3.59T. The lowest valued company is OEC at 1.36B.

Volume

The average weekly volume growth across all stocks in the Tocqueville MF was -5%. For the same stocks of the MF, the average monthly volume growth was -38% and the average quarterly volume growth was -30%

Fundamental Analysis Ratings

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

Valuation Rating: 58
P/E Growth Rating: 59
Price Growth Rating: 45
SMR Rating: 31
Profit Risk Rating: 26
Seasonality Score: 21 (-100 ... +100)
View a ticker or compare two or three
Ad is loading...
A.I. Advisor
published General Information

General Information

Category LargeBlend

Profile
Fundamentals
Details
Category
Large Blend
Address
Tocqueville Trust40 West 57th St. 19th FLNew York
Phone
N/A
Web
www.tocquevillefunds.com
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
WESWX12.54N/A
N/A
TETON Westwood Equity AAA
SWLVX61.63N/A
N/A
Schwab ® US Large-Cap Value Index
DFUSX39.51-0.24
-0.60%
DFA US Large Company I
BTEFX46.47-0.32
-0.68%
Boston Trust Equity
BMDSX23.04-0.28
-1.20%
Baird Mid Cap Growth Investor

TOCQX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, TOCQX has been closely correlated with VTSMX. These tickers have moved in lockstep 88% of the time. This A.I.-generated data suggests there is a high statistical probability that if TOCQX jumps, then VTSMX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To TOCQX
1D Price
Change %
TOCQX100%
-0.64%
VTSMX - TOCQX
88%
Closely correlated
-0.68%
VTSAX - TOCQX
88%
Closely correlated
-0.68%
VSTSX - TOCQX
88%
Closely correlated
-0.68%
VITSX - TOCQX
88%
Closely correlated
-0.68%
VSMPX - TOCQX
88%
Closely correlated
-0.68%
More