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VLEQX Villere Equity Forecast, Technical & Fundamental Analysis

Category MidCapGrowth
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Uber Technologies (NYSE:UBER).

Industry description

The investment seeks to achieve long-term growth. Under normal market conditions, the fund will invest at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities. It primarily invests in common stocks of approximately 20 to 30 companies, but may also invest in preferred stocks, rights and warrants, and may occasionally invest in initial public offerings of companies. The fund may invest up to 10% of its assets in foreign securities through American Depositary Receipts ("ADRs").

Market Cap

The average market capitalization across the Villere Equity MF is 46.24B. The market cap for tickers in the group ranges from 2.08B to 160.26B. UBER holds the highest valuation in this group at 160.26B. The lowest valued company is PLMR at 2.08B.

Volume

The average weekly volume growth across all stocks in the Villere Equity MF was 12%. For the same stocks of the MF, the average monthly volume growth was 67% and the average quarterly volume growth was 17%

Fundamental Analysis Ratings

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

Valuation Rating: 62
P/E Growth Rating: 55
Price Growth Rating: 44
SMR Rating: 55
Profit Risk Rating: 49
Seasonality Score: 47 (-100 ... +100)
View a ticker or compare two or three
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A.I. Advisor
published General Information

General Information

Category MidCapGrowth

Profile
Fundamentals
Details
Category
Mid-Cap Growth
Address
C/O U.S. Bancorp Fund ServicesP.O. Box 701Milwaukee
Phone
N/A
Web
www.villere.com
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VLEQX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, VLEQX has been closely correlated with FSMAX. These tickers have moved in lockstep 95% of the time. This A.I.-generated data suggests there is a high statistical probability that if VLEQX jumps, then FSMAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To VLEQX
1D Price
Change %
VLEQX100%
-1.04%
FSMAX - VLEQX
95%
Closely correlated
-1.29%
PMAQX - VLEQX
77%
Closely correlated
-1.40%
PEMGX - VLEQX
77%
Closely correlated
-1.40%
RPMGX - VLEQX
73%
Closely correlated
-1.93%
TRQZX - VLEQX
73%
Closely correlated
-1.93%
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