Broad Cap Value Fund Quote
| VBCVX Fund | USD 13.53 0.09 0.66% |
Performance11 of 100
| Odds Of DistressLess than 19
|
Broad Cap is trading at 13.53 as of the 16th of April 2024; that is -0.66% down since the beginning of the trading day. The fund's open price was 13.62. Broad Cap has less than a 19 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Broad Cap Value are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 25th of August 2022 and ending today, the 16th of April 2024. Click here to learn more.
The fund seeks to achieve its investment objective by investing primarily in equity securities of U.S. large- and mid-cap companies. Companies are determined to be large- or mid-cap based on the inclusion of their equity securities in the Russell 1000 Value Index, whose constituents are companies that exhibit certain value qualities, as defined by the index provider, such as lower price-to-book ratios and lower expected growth values.. More on Broad Cap Value
Moving together with Broad Mutual Fund
| 0.99 | VMIDX | Mid Cap Index | PairCorr |
| 0.92 | VMSGX | Mid Cap Strategic | PairCorr |
| 0.89 | VAPPX | Valic Company I | PairCorr |
| 0.97 | VSRDX | Valic Company I | PairCorr |
| 0.96 | VSTIX | Stock Index Fund | PairCorr |
| 0.97 | VSSVX | Small Cap Special | PairCorr |
Broad 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. Broad Cap's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Broad Cap or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | VALIC Funds, Large Value Funds, Large Value, VALIC, Large Value, Large Value (View all Sectors) |
| Update Date | 31st of March 2024 |
Broad Cap Value [VBCVX] is traded in USA and was established 16th of April 2024. Broad Cap is listed under VALIC category by Fama And French industry classification. The fund is listed under Large Value category and is part of VALIC family. This fund at this time has accumulated 60.57 M in net assets with no minimum investment requirementsBroad Cap Value is currently producing year-to-date (YTD) return of 5.65% with the current yeild of 0.02%, while the total return for the last 3 years was 8.01%.
Check Broad Cap Probability Of Bankruptcy
Instrument Allocation
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 Broad 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 Broad 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 Broad Cap 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 Broad Cap Value Mutual Fund Constituents
| PFE | Pfizer Inc | Stock | Health Care |
| GILD | Gilead Sciences | Stock | Health Care |
| OMC | Omnicom Group | Stock | Communication Services |
| TGT | Target | Stock | Consumer Staples |
| DG | Dollar General | Stock | Consumer Staples |
| ORCL | Oracle | Stock | Information Technology |
| APD | Air Products and | Stock | Materials |
Broad Cap Target Price Odds Analysis
Based on a normal probability distribution, the odds of Broad Cap jumping above the current price in 90 days from now is about 41.9%. The Broad Cap Value probability density function shows the probability of Broad Cap mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Broad Cap has a beta of 0.9612. This entails Broad Cap Value market returns are sensitive to returns on the market. As the market goes up or down, Broad Cap is expected to follow. Additionally, broad Cap Value has an alpha of 0.0201, implying that it can generate a 0.0201 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of Broad Cap to move above the current price in 90 days from now is about 41.9 (This Broad Cap Value probability density function shows the probability of Broad Mutual Fund to fall within a particular range of prices over 90 days) .
Broad Cap Top Holders
| VLAGX | Valic Company I | Mutual Fund | Allocation--70% to 85% Equity |
| VGCLX | Valic Company I | Mutual Fund | Allocation--30% to 50% Equity |
| VLSMX | Valic Company I | Mutual Fund | Allocation--50% to 70% Equity |
| VDAFX | Dynamic Allocation Fund | Mutual Fund | Allocation--50% to 70% Equity |
Broad Cap Value Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Broad Cap market risk premium is the additional return an investor will receive from holding Broad Cap 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 Broad Cap. 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 Broad Cap's alpha and beta are two of the key measurements used to evaluate Broad Cap's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.5242 | |||
| Semi Deviation | 0.6543 | |||
| Standard Deviation | 0.7225 | |||
| Variance | 0.5219 |
Broad Cap Against Markets
Picking the right benchmark for Broad Cap 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 Broad Cap 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 Broad Cap is critical whether you are bullish or bearish towards Broad Cap Value at a given time. Please also check how Broad Cap's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Broad Cap without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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How to buy Broad Mutual Fund?
Before investing in Broad Cap, 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 Broad Cap. To buy Broad Cap fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Broad Cap. 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 Broad Cap fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Broad Cap 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 Broad Cap 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 Broad Cap 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 Broad Cap Value?
The danger of trading Broad Cap 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 Broad Cap 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 Broad Cap. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Broad Cap 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, which includes a position in Broad Cap Value. 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 real. You can also try the Top Crypto Exchanges module to search and analyze digital assets across top global cryptocurrency exchanges.