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VFAIX
Mutual Fund ticker: NASDAQ
AS OF
Aug 15 closing price
Price
$64.29
Change
-$0.73 (-1.12%)
Net Assets
13.83B

VFAIX Vanguard Financials Index Admiral Forecast, Technical & Fundamental Analysis

The investment seeks to track the performance of the MSCI US Investable Market Index (IMI)/Financials 25/50... Show more

Category: #Financial
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are JPMorgan Chase & Co (NYSE:JPM), VISA (NYSE:V), Mastercard (NYSE:MA), Bank of America Corp (NYSE:BAC), Wells Fargo & Co (NYSE:WFC), Goldman Sachs Group (NYSE:GS), American Express Company (NYSE:AXP).

Industry description

The investment seeks to track the performance of the MSCI US Investable Market Index (IMI)/Financials 25/50. The fund employs an indexing investment approach designed to track the performance of the index, an index made up of stocks of large, mid-size, and small U.S. companies within the financials sector, as classified under the GICS. The Advisor attempts to replicate the target index by seeking to invest all, or substantially all, of its assets in the stocks that make up the index, in order to hold each stock in approximately the same proportion as its weighting in the index.

Market Cap

The average market capitalization across the Vanguard Financials Index Admiral MF is 374.15B. The market cap for tickers in the group ranges from 169.89B to 798.78B. JPM holds the highest valuation in this group at 798.78B. The lowest valued company is SPGI at 169.89B.

Volume

The average weekly volume growth across all stocks in the Vanguard Financials Index Admiral MF was -13%. For the same stocks of the MF, the average monthly volume growth was -47% and the average quarterly volume growth was -1%

Fundamental Analysis Ratings

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

Valuation Rating: 88
P/E Growth Rating: 38
Price Growth Rating: 29
SMR Rating: 18
Profit Risk Rating: 20
Seasonality Score: -31 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category Financial

Profile
Fundamentals
Details
Category
Financial
Address
Vanguard Health CarePo Box 2600 V26Valley Forge
Phone
N/A
Web
www.vanguard.com
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VFAIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, VFAIX has been closely correlated with RYFNX. These tickers have moved in lockstep 98% of the time. This A.I.-generated data suggests there is a high statistical probability that if VFAIX jumps, then RYFNX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To VFAIX
1D Price
Change %
VFAIX100%
-1.12%
RYFNX - VFAIX
98%
Closely correlated
-0.62%
RYFIX - VFAIX
98%
Closely correlated
-0.62%
RYFAX - VFAIX
98%
Closely correlated
-0.61%
RYFCX - VFAIX
98%
Closely correlated
-0.62%
FSLBX - VFAIX
93%
Closely correlated
-1.15%
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