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TVFRX
Mutual Fund ticker: NASDAQ
AS OF
Dec 23 closing price
Price
$17.00
Change
-$2.58 (-13.18%)
Net Assets
201.89M

TVFRX NAA Allocation Fund P Forecast, Technical & Fundamental Analysis

Category LargeGrowth
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOG), Meta Platforms (NASDAQ:META), Broadcom Inc. (NASDAQ:AVGO), Walmart (NYSE:WMT), Mastercard (NYSE:MA), Procter & Gamble Company (NYSE:PG), Abbott Laboratories (NYSE:ABT).

Industry description

The investment seeks long-term capital growth. Under normal circumstances, the fund uses a balanced approach to invest in a broad range of securities, including equity, debt, and securities issued and guaranteed by the U.S. government and federal agencies and instrumentalities. The fund’s asset allocation strategy diversifies equity securities and fixed-income investments. The fund employs a proprietary quantitative model to determine the exposure between equity and fixed income to participate in rising markets while attempting to preserve capital during market declines. The fund’s exposure will generally be at least 20% fixed income and up to 80% equity.

Market Cap

The average market capitalization across the NAA Allocation Fund P MF is 1.41T. The market cap for tickers in the group ranges from 194.5B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is ABT at 194.5B.

Volume

The average weekly volume growth across all stocks in the NAA Allocation Fund P MF was -38%. For the same stocks of the MF, the average monthly volume growth was -1% and the average quarterly volume growth was -23%

Fundamental Analysis Ratings

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

Valuation Rating: 68
P/E Growth Rating: 46
Price Growth Rating: 26
SMR Rating: 33
Profit Risk Rating: 15
Seasonality Score: -6 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeGrowth

Profile
Fundamentals
Details
Category
Large Growth
Address
United States
Phone
N/A
Web
N/A
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TVFRX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, TVFRX has been closely correlated with VIGIX. These tickers have moved in lockstep 94% of the time. This A.I.-generated data suggests there is a high statistical probability that if TVFRX jumps, then VIGIX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To TVFRX
1D Price
Change %
TVFRX100%
N/A
VIGIX - TVFRX
94%
Closely correlated
+0.95%
VIGAX - TVFRX
94%
Closely correlated
+0.94%
VIGRX - TVFRX
94%
Closely correlated
+0.94%
FAFGX - TVFRX
86%
Closely correlated
+0.91%
GAFFX - TVFRX
86%
Closely correlated
+0.90%
More