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VLEQX
Mutual Fund ticker: NASDAQ
AS OF
Sep 4 closing price
Price
$11.33
Change
+$0.11 (+0.98%)
Net Assets
36.82M

VLEQX Villere Equity Forecast, Technical & Fundamental Analysis

The investment seeks to achieve long-term growth... Show more

Category: #Mid-Cap Blend
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Uber Technologies (NYSE:UBER).

Industry description

The investment seeks to achieve long-term growth. Under normal market conditions, the fund will invest at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities. It primarily invests in common stocks of approximately 20 to 30 companies, but may also invest in preferred stocks, rights and warrants, and may occasionally invest in initial public offerings of companies. The fund may invest up to 10% of its assets in foreign securities through American Depositary Receipts ("ADRs").

Market Cap

The average market capitalization across the Villere Equity MF is 49.9B. The market cap for tickers in the group ranges from 3.25B to 189.75B. UBER holds the highest valuation in this group at 189.75B. The lowest valued company is LGND at 3.25B.

Volume

The average weekly volume growth across all stocks in the Villere Equity MF was 11%. For the same stocks of the MF, the average monthly volume growth was -42% 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: 63
P/E Growth Rating: 63
Price Growth Rating: 51
SMR Rating: 58
Profit Risk Rating: 66
Seasonality Score: -43 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category MidCapBlend

Profile
Fundamentals
Details
Category
Mid-Cap Blend
Address
C/O U.S. Bancorp Fund ServicesP.O. Box 701Milwaukee
Phone
N/A
Web
www.villere.com
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VLEQX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, VLEQX has been closely correlated with VMCPX. These tickers have moved in lockstep 77% of the time. This A.I.-generated data suggests there is a high statistical probability that if VLEQX jumps, then VMCPX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To VLEQX
1D Price
Change %
VLEQX100%
-0.18%
VMCPX - VLEQX
77%
Closely correlated
-0.14%
PMAQX - VLEQX
76%
Closely correlated
N/A
PEMGX - VLEQX
76%
Closely correlated
-0.28%
VEMPX - VLEQX
73%
Closely correlated
+0.54%
JDMAX - VLEQX
73%
Closely correlated
+0.04%
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