MENU
+Compare
VVPLX
Mutual Fund ticker: NASDAQ
AS OF
Aug 15 closing price
Price
$30.05
Change
+$0.27 (+0.91%)
Net Assets
388.63M

VVPLX Vulcan Value Partners Forecast, Technical & Fundamental Analysis

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

Category: #Large Blend
Interact to see
Advertisement
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 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 545.41B. The market cap for tickers in the group ranges from 8.28B to 2.47T. GOOG holds the highest valuation in this group at 2.47T. The lowest valued company is QRVO at 8.28B.

Volume

The average weekly volume growth across all stocks in the Vulcan Value Partners MF was 21%. For the same stocks of the MF, the average monthly volume growth was 28% and the average quarterly volume growth was 68%

Fundamental Analysis Ratings

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

Valuation Rating: 54
P/E Growth Rating: 57
Price Growth Rating: 46
SMR Rating: 61
Profit Risk Rating: 48
Seasonality Score: -28 (-100 ... +100)
View a ticker or compare two or three
Interact to see
Advertisement
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
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
EMDM26.11N/A
N/A
First Trust Bloomberg Emr Mkt Dem ETF
MYMG24.58N/A
N/A
SPDR SSGA My2027 Municipal Bond ETF
AIYY2.89-0.01
-0.34%
YieldMax AI Option Income Strategy ETF
BSTZ21.31-0.11
-0.53%
BlackRock Science and Technology Term Trust
JGH13.50-0.08
-0.59%
NUVEEN GLOBAL HIGH Income FUND

VVPLX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, VVPLX has been closely correlated with VTSAX. These tickers have moved in lockstep 91% of the time. This A.I.-generated data suggests there is a high statistical probability that if VVPLX jumps, then VTSAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To VVPLX
1D Price
Change %
VVPLX100%
-0.57%
VTSAX - VVPLX
91%
Closely correlated
-0.10%
VSMPX - VVPLX
91%
Closely correlated
-0.11%
VSTSX - VVPLX
91%
Closely correlated
-0.11%
VTSMX - VVPLX
91%
Closely correlated
-0.10%
VITSX - VVPLX
91%
Closely correlated
-0.10%
More