MENU
+Compare
VIOAX
Mutual Fund ticker: NASDAQ
AS OF
Dec 24 closing price
Price
$9.64
Change
+$0.05 (+0.52%)
Net Assets
31.61M

VIOAX VELA Income Opportunities A Forecast, Technical & Fundamental Analysis

Ad is loading...
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are JPMorgan Chase & Co (NYSE:JPM), Medtronic plc (NYSE:MDT), Simon Property Group (NYSE:SPG), Suncor Energy (NYSE:SU).

Industry description

The investment seeks to provide current income and the secondary investment objective is to provide long-term capital appreciation. The fund, under normal market conditions, invests at least 80% of its net assets in income producing securities. The fund may invest in common equities of large, mid and small capitalization companies (both domestic and foreign, including American Depository Receipts (“ADRs”)), real estate investment trusts (“REITs”), preferred equity securities, convertible securities, and master limited partnerships (“MLPs”). The fund will limit its investments in MLPs to less than 25% of net assets.

Market Cap

The average market capitalization across the VELA Income Opportunities A MF is 98.54B. The market cap for tickers in the group ranges from 1.97B to 573.02B. JPM holds the highest valuation in this group at 573.02B. The lowest valued company is GBX at 1.97B.

Volume

The average weekly volume growth across all stocks in the VELA Income Opportunities A MF was -66%. For the same stocks of the MF, the average monthly volume growth was -64% and the average quarterly volume growth was -61%

Fundamental Analysis Ratings

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

Valuation Rating: 38
P/E Growth Rating: 58
Price Growth Rating: 56
SMR Rating: 44
Profit Risk Rating: 59
Seasonality Score: 44 (-100 ... +100)
View a ticker or compare two or three
Ad is loading...
A.I. Advisor
published General Information

General Information

Category ModerateAllocation

Profile
Fundamentals
Details
Category
Moderately Aggressive Allocation
Address
VELA Funds220 MARKET STREETNEW ALBANY
Phone
614-653-2178
Web
N/A
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
RYCYX144.092.50
+1.77%
Rydex Dow 2x Strategy C
AGVHX23.740.15
+0.64%
American Funds Global Insight F-3
RPFCX63.090.32
+0.51%
Davis Balanced Fund A
OCIEX12.650.02
+0.16%
Optimum International C
ACAYX47.56N/A
N/A
Alger Capital Appreciation Instl Y

VIOAX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, VIOAX has been closely correlated with VIVIX. These tickers have moved in lockstep 89% of the time. This A.I.-generated data suggests there is a high statistical probability that if VIOAX jumps, then VIVIX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To VIOAX
1D Price
Change %
VIOAX100%
+0.52%
VIVIX - VIOAX
89%
Closely correlated
+0.85%
VIVAX - VIOAX
89%
Closely correlated
+0.84%
VVIAX - VIOAX
89%
Closely correlated
+0.85%
RIDFX - VIOAX
88%
Closely correlated
+0.49%
RIDCX - VIOAX
87%
Closely correlated
+0.53%
More