MENU
+Compare
TORYX
Mutual Fund ticker: NASDAQ
AS OF
Sep 26 closing price
Price
$59.62
Change
+$0.32 (+0.54%)
Net Assets
359.61M

TORYX Torray Equity Income Fund Forecast, Technical & Fundamental Analysis

The investment seeks to build investor wealth over extended periods and to minimize shareholder capital gains tax liability by limiting the realization of long- and short-term gains... Show more

Category: #Large Value
Interact to see
Advertisement
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Alphabet (NASDAQ:GOOGL), JPMorgan Chase & Co (NYSE:JPM), Unitedhealth Group (NYSE:UNH), American Express Company (NYSE:AXP), Phillips 66 (NYSE:PSX).

Industry description

The investment seeks to build investor wealth over extended periods and to minimize shareholder capital gains tax liability by limiting the realization of long- and short-term gains. The fund invests principally in common stock of large-capitalization domestic companies. Ordinarily, 90% or more of the fund's assets will be invested in common stocks with the balance held in U.S. Treasury securities or other cash equivalents. Although the number of holdings may vary, the fund usually holds between 25 and 40 stocks, with positions in individual issuers generally ranging between 2% and 4% of the fund's assets.

Market Cap

The average market capitalization across the Torray Equity Income Fund MF is 598.66B. The market cap for tickers in the group ranges from 25.85B to 2.99T. GOOGL holds the highest valuation in this group at 2.99T. The lowest valued company is LEN.B at 25.85B.

Volume

The average weekly volume growth across all stocks in the Torray Equity Income Fund MF was -66%. For the same stocks of the MF, the average monthly volume growth was -11% and the average quarterly volume growth was -45%

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: 43
Price Growth Rating: 27
SMR Rating: 35
Profit Risk Rating: 26
Seasonality Score: -8 (-100 ... +100)
View a ticker or compare two or three
Interact to see
Advertisement
A.I. Advisor
published General Information

General Information

Category LargeValue

Profile
Fundamentals
Details
Category
Large Value
Address
RBB Fund Trust615 EAST MICHIGAN STREETMILWAUKEE
Phone
N/A
Web
N/A
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
INFL44.540.44
+1.00%
Horizon Kinetics Inflation Bnfcrs ETF
DAPR38.600.05
+0.12%
FT Vest US Equity Dp Bffr ETF Apr
GLDI167.450.16
+0.10%
UBS ETRACS Gold Shares Covered Call ETN
ADVE38.110.01
+0.02%
Matthews Asia Dividend Active ETF
TSMG22.63-0.65
-2.78%
Leverage Shares 2X Long Tsm Daily ETF

TORYX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, TORYX has been closely correlated with RMFCX. These tickers have moved in lockstep 81% of the time. This A.I.-generated data suggests there is a high statistical probability that if TORYX jumps, then RMFCX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To TORYX
1D Price
Change %
TORYX100%
+0.54%
RMFCX - TORYX
81%
Closely correlated
+0.62%
RMEBX - TORYX
81%
Closely correlated
+0.62%
RMFEX - TORYX
81%
Closely correlated
+0.62%
VIVAX - TORYX
78%
Closely correlated
+0.83%
VVIAX - TORYX
78%
Closely correlated
+0.83%
More