VILLX Villere Balanced Inv Forecast, Technical & Fundamental Analysis

The investment seeks to achieve long-term capital growth consistent with preservation of capital and balanced by current income. The fund invests in a combination of common stocks of domestic companies with a minimum market capitalization of $150 million at the time of purchase, as well as high quality fixed-income obligations (i.e., U.S. government and corporate bonds, notes and bills). It invests 50% to 80% of its assets in equity securities selected primarily for their growth potential and 20% to 50% of its assets in equity and fixed-income securities selected primarily for their income potential.

The average market capitalization across the Villere Balanced Inv MF is 35.32B. The market cap for tickers in the group ranges from 2.05B to 134.94B. SYK holds the highest valuation in this group at 134.94B. The lowest valued company is LGND at 2.05B.

The average weekly volume growth across all stocks in the Villere Balanced Inv MF was 15%. For the same stocks of the MF, the average monthly volume growth was -55% and the average quarterly volume growth was 47%