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VVILX
Mutual Fund ticker: NASDAQ
AS OF
Oct 7 closing price
Price
$30.73
Change
-$0.22 (-0.71%)
Net Assets
374.76M

VVILX Vulcan Value Partners Institutional Forecast, Technical & Fundamental Analysis

The investment seeks to achieve long-term capital appreciation... Show more

Category: #Large Blend
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Alphabet (NASDAQ:GOOG), Amazon.com (NASDAQ:AMZN), Salesforce (NYSE:CRM), Skyworks Solutions (NASDAQ:SWKS).

Industry description

The investment seeks to achieve long-term capital appreciation. The fund seeks to achieve long-term capital appreciation by purchasing securities primarily in publicly traded small-cap and large-cap companies that Vulcan Value Partners, LLC (“Vulcan” or the “Adviser”), the fund’s investment adviser, believes to be both undervalued and possessing a quality that gives a company a non-temporary advantage over their peers (or a “Sustainable Competitive Advantage”). It is non-diversified.

Market Cap

The average market capitalization across the Vulcan Value Partners Institutional MF is 584.47B. The market cap for tickers in the group ranges from 8.56B to 2.98T. GOOG holds the highest valuation in this group at 2.98T. The lowest valued company is QRVO at 8.56B.

Volume

The average weekly volume growth across all stocks in the Vulcan Value Partners Institutional MF was -39%. For the same stocks of the MF, the average monthly volume growth was -27% and the average quarterly volume growth was -56%

Fundamental Analysis Ratings

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

Valuation Rating: 47
P/E Growth Rating: 60
Price Growth Rating: 50
SMR Rating: 61
Profit Risk Rating: 52
Seasonality Score: 40 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeBlend

Profile
Fundamentals
Details
Category
Large Blend
Address
Financial Investors Trust(Vulcan)1290 Broadway, Suite 1100Denver
Phone
N/A
Web
www.vulcanvaluepartners.com
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VVILX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, VVILX has been closely correlated with VTSAX. These tickers have moved in lockstep 90% of the time. This A.I.-generated data suggests there is a high statistical probability that if VVILX jumps, then VTSAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To VVILX
1D Price
Change %
VVILX100%
-0.71%
VTSAX - VVILX
90%
Closely correlated
N/A
VSTSX - VVILX
90%
Closely correlated
N/A
VITSX - VVILX
90%
Closely correlated
N/A
VTSMX - VVILX
90%
Closely correlated
N/A
FFAFX - VVILX
89%
Closely correlated
-0.65%
More