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VIOIX
Mutual Fund ticker: NASDAQ
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VIOIX price forecast, quote, news & analysis

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 I MF is 98.73B. The market cap for tickers in the group ranges from 2.11B to 573.02B. JPM holds the highest valuation in this group at 573.02B. The lowest valued company is GBX at 2.11B.

Volume

The average weekly volume growth across all stocks in the VELA Income Opportunities I MF was -11%. For the same stocks of the MF, the average monthly volume growth was -9% and the average quarterly volume growth was -0%

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: 45
SMR Rating: 44
Profit Risk Rating: 56
Seasonality Score: 47 (-100 ... +100)
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General Information

Category ModerateAllocation

Profile
Fundamentals
Details
Category
Moderately Aggressive Allocation
Address
VELA Funds220 MARKET STREETNEW ALBANY
Phone
614-653-2178
Web
N/A