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VLIIX Value Line Capital Appreciation Instl Forecast, Technical & Fundamental Analysis

A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META), VISA (NYSE:V), Uber Technologies (NYSE:UBER), Exact Sciences Corp (NASDAQ:EXAS).

Industry description

The investment seeks capital appreciation and income consistent with its asset allocation. The fund allocates its assets amongst equity securities, fixed income securities and money market instruments. It invests not less than 50% of its net assets in common or preferred stocks or securities convertible into common stock which may or may not pay dividends. The balance of the fund's net assets are primarily invested in U.S. government securities, investment grade debt securities rated at the time of purchase from the highest (AAA) to medium (BBB) quality, other fixed income securities or cash equivalents.

Market Cap

The average market capitalization across the Value Line Capital Appreciation Instl MF is 1.41T. The market cap for tickers in the group ranges from 12.78B to 3.48T. NVDA holds the highest valuation in this group at 3.48T. The lowest valued company is EXAS at 12.78B.

Volume

The average weekly volume growth across all stocks in the Value Line Capital Appreciation Instl MF was 53%. For the same stocks of the MF, the average monthly volume growth was 29% and the average quarterly volume growth was -2%

Fundamental Analysis Ratings

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

Valuation Rating: 72
P/E Growth Rating: 80
Price Growth Rating: 40
SMR Rating: 40
Profit Risk Rating: 27
Seasonality Score: 3 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category ModerateAllocation

Profile
Fundamentals
Details
Category
Moderate Allocation
Address
Value Line Income & Growth Fund Inc220 E 42nd StNew York
Phone
N/A
Web
www.vlfunds.com
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VLIIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, VLIIX has been closely correlated with VALIX. These tickers have moved in lockstep 100% of the time. This A.I.-generated data suggests there is a high statistical probability that if VLIIX jumps, then VALIX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To VLIIX
1D Price
Change %
VLIIX100%
-0.86%
VALIX - VLIIX
100%
Closely correlated
-0.86%
RGWEX - VLIIX
92%
Closely correlated
-1.59%
RLEFX - VLIIX
87%
Closely correlated
-0.91%
FBONX - VLIIX
87%
Closely correlated
-0.90%
RLBGX - VLIIX
87%
Closely correlated
-0.88%
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