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VVPLX
Mutual Fund ticker: NASDAQ
AS OF
May 22 closing price
Price
$27.53
Change
-$0.16 (-0.58%)
Net Assets
408.86M

VVPLX Vulcan Value Partners 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 Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOG), 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 investing primarily in publicly traded small-cap and large-cap companies the fund believes to be both undervalued and possessing a sustainable competitive advantage. The fund generally regards small-cap companies to be those less than $10 billion in market. It is non-diversified.

Market Cap

The average market capitalization across the Vulcan Value Partners MF is 462.53B. The market cap for tickers in the group ranges from 7.08B to 2.16T. AMZN holds the highest valuation in this group at 2.16T. The lowest valued company is QRVO at 7.08B.

Volume

The average weekly volume growth across all stocks in the Vulcan Value Partners MF was -87%. For the same stocks of the MF, the average monthly volume growth was -85% and the average quarterly volume growth was -80%

Fundamental Analysis Ratings

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

Valuation Rating: 48
P/E Growth Rating: 64
Price Growth Rating: 48
SMR Rating: 58
Profit Risk Rating: 47
Seasonality Score: 47 (-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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VVPLX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, VVPLX has been closely correlated with VSTSX. These tickers have moved in lockstep 92% of the time. This A.I.-generated data suggests there is a high statistical probability that if VVPLX jumps, then VSTSX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To VVPLX
1D Price
Change %
VVPLX100%
N/A
VSTSX - VVPLX
92%
Closely correlated
N/A
VSMPX - VVPLX
92%
Closely correlated
N/A
FFAFX - VVPLX
89%
Closely correlated
+0.37%
FAFGX - VVPLX
89%
Closely correlated
+0.36%
VFFSX - VVPLX
89%
Closely correlated
N/A
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