Value Fund Value Fund Quote
Value Fund is trading at 20.67 as of the 18th of April 2024; that is No Change since the beginning of the trading day. The fund's open price was 20.67. Equity ratings for Value Fund Value are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 19th of January 2024 and ending today, the 18th of April 2024. Click here to learn more.
Value Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Value Fund's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Value Fund or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | Victory Capital Funds, Large Value Funds, Large Value, Victory Capital (View all Sectors) |
| Update Date | 31st of March 2024 |
| Expense Ratio Date | 1st of December 2019 |
| Fiscal Year End | July |
Value Fund Value [UAVAX] is traded in USA and was established 18th of April 2024. Value Fund is listed under Victory Capital category by Fama And French industry classification. The fund is listed under Large Value category and is part of Victory Capital family. This fund at this time has accumulated 927.94 M in net assets with no minimum investment requirementsValue Fund Value is currently producing year-to-date (YTD) return of 11.37% with the current yeild of 0.01%, while the total return for the last 3 years was 10.44%.
Check Value Fund Probability Of Bankruptcy
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Value Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Value Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Value Fund Value Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Value Fund Value Mutual Fund Constituents
| COP | ConocoPhillips | Stock | Energy |
| PSX | Phillips 66 | Stock | Energy |
| PGR | Progressive Corp | Stock | Financials |
| WFC | Wells Fargo | Stock | Financials |
| ANTM | Anthem Inc | Stock | Healthcare Plans |
| JPM | JPMorgan Chase Co | Stock | Financials |
| SEE | Sealed Air | Stock | Materials |
Value Fund Target Price Odds Analysis
Based on a normal probability distribution, the odds of Value Fund jumping above the current price in 90 days from now is about 1.08%. The Value Fund Value probability density function shows the probability of Value Fund mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Value Fund has a beta of 0.0067. This usually implies as returns on the market go up, Value Fund average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Value Fund Value will be expected to be much smaller as well. Additionally, value Fund Value has an alpha of 0.1627, implying that it can generate a 0.16 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of Value Fund to move above the current price in 90 days from now is about 1.08 (This Value Fund Value probability density function shows the probability of Value Mutual Fund to fall within a particular range of prices over 90 days) .
Value Fund Value Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Value Fund market risk premium is the additional return an investor will receive from holding Value Fund long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Value Fund. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Value Fund's alpha and beta are two of the key measurements used to evaluate Value Fund's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.4275 | |||
| Semi Deviation | 0.2326 | |||
| Standard Deviation | 0.5532 | |||
| Variance | 0.306 |
Value Fund Against Markets
Picking the right benchmark for Value Fund mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Value Fund mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Value Fund is critical whether you are bullish or bearish towards Value Fund Value at a given time. Please also check how Value Fund's historical prices are related to one of the top price index indicators.
Value Fund Related Equities
One of the popular trading techniques among algorithmic traders is to use market-neutral strategies where every trade hedges away some risk. Because there are two separate transactions required, even if one position performs unexpectedly, the other equity can make up some of the losses. Below are some of the equities that can be combined with Value Fund mutual fund to make a market-neutral strategy. Peer analysis of Value Fund could also be used in its relative valuation, which is a method of valuing Value Fund by comparing valuation metrics with similar companies.
| Risk & Return | Correlation |
How to buy Value Mutual Fund?
Before investing in Value Fund, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Value Fund. To buy Value Fund fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Value Fund. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Value Fund fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Value Fund Value fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Value Fund Value fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Value Fund Value, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Value Fund Value?
The danger of trading Value Fund Value is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Value Fund is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Value Fund. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Value Fund Value is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out World Market Map to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in nation. Note that the Value Fund Value information on this page should be used as a complementary analysis to other Value Fund's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Commodity Directory module to find actively traded commodities issued by global exchanges.