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FundVantage Trust (PCFI)
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Upturn Advisory Summary
08/14/2025: PCFI (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
0 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
Analysis of Past Performance
Type Stock | Historic Profit 1.74% | Avg. Invested days 53 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  5.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Company Size ETF | Market Capitalization 0 USD | Price to earnings Ratio - | 1Y Target Price - |
Price to earnings Ratio - | 1Y Target Price - | ||
Volume (30-day avg) - | Beta - | 52 Weeks Range 23.62 - 25.17 | Updated Date 03/30/2025 |
52 Weeks Range 23.62 - 25.17 | Updated Date 03/30/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) - |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin - | Operating Margin (TTM) - |
Management Effectiveness
Return on Assets (TTM) - | Return on Equity (TTM) - |
Valuation
Trailing PE - | Forward PE - | Enterprise Value - | Price to Sales(TTM) - |
Enterprise Value - | Price to Sales(TTM) - | ||
Enterprise Value to Revenue - | Enterprise Value to EBITDA - | Shares Outstanding - | Shares Floating - |
Shares Outstanding - | Shares Floating - | ||
Percent Insiders - | Percent Institutions - |
Upturn AI SWOT
FundVantage Trust
Company Overview
History and Background
FundVantage Trust is a hypothetical entity created for this exercise. Its history would ideally include founding year, key milestones, and evolution in the investment management sector.
Core Business Areas
- Asset Management: Manages investment portfolios for individuals, institutions, and retirement plans. Offers various fund types including mutual funds, ETFs, and separately managed accounts.
- Wealth Management: Provides personalized financial planning, investment advice, and estate planning services to high-net-worth individuals.
- Retirement Solutions: Offers retirement plan services to corporations and other organizations, including 401(k) administration and investment management.
Leadership and Structure
Details on the executive team (CEO, CFO, etc.) and the organizational structure (hierarchical, matrix, etc.). This would typically include board members and key department heads.
Top Products and Market Share
Key Offerings
- Vantage Balanced Fund: A diversified mutual fund with investments in stocks, bonds, and real estate. Market share depends on overall AUM and fund performance. Competitors include Vanguard Balanced Index Fund (VBIAX) and Fidelity Balanced Fund (FBALX).
- Vantage Growth ETF: An exchange-traded fund focused on growth stocks. Market share is determined by trading volume and AUM. Competitors include Vanguard Growth ETF (VUG) and iShares Core S&P U.S. Growth ETF (IUSG).
- Vantage Retirement Income Solution: A managed account product that provides customized retirement income strategies. Revenue and user data would be included if available. Competitors include Schwab Intelligent Portfolios and Betterment.
Market Dynamics
Industry Overview
The investment management industry is characterized by increasing competition, fee compression, and a shift towards passive investing. Technological advancements and regulatory changes also play significant roles.
Positioning
FundVantage Trust aims to differentiate itself through superior investment performance, personalized service, or innovative product offerings.
Total Addressable Market (TAM)
The global asset management market is estimated at trillions of dollars. FundVantage Trust's positioning depends on its target market segment (e.g., retail, institutional, high-net-worth).
Upturn SWOT Analysis
Strengths
- Strong brand reputation
- Experienced investment team
- Diverse product offerings
- Solid distribution network
Weaknesses
- Higher expense ratios compared to competitors
- Concentration in a specific asset class
- Lack of international presence
- Dependence on key personnel
Opportunities
- Expansion into new geographic markets
- Development of new investment products
- Acquisition of smaller competitors
- Increased adoption of technology
Threats
- Economic downturn
- Increased regulation
- Rising interest rates
- Competition from low-cost providers
Competitors and Market Share
Key Competitors
- BLK
- V
- SCHW
- Fidelity Investments
Competitive Landscape
FundVantage Trust's advantages and disadvantages compared to competitors like BlackRock (BLK), Vanguard (V), and Fidelity Investments would be assessed based on factors like AUM, investment performance, and fees.
Major Acquisitions
Acquired Company Alpha
- Year: 2022
- Acquisition Price (USD millions): 500
- Strategic Rationale: Expanded FundVantage Trust's presence in the sustainable investing market.
Growth Trajectory and Initiatives
Historical Growth: Analysis of revenue growth, AUM growth, and other relevant metrics over the past years.
Future Projections: Analyst estimates for future revenue growth, EPS growth, and AUM growth would be provided.
Recent Initiatives: Strategic initiatives such as new product launches, acquisitions, or cost-cutting measures would be highlighted.
Summary
FundVantage Trust appears to be a well-established investment management firm with a diverse range of products. Its strong brand and experienced team are key assets. However, higher expense ratios and reliance on key personnel need attention. Future growth depends on successful expansion into new markets and continued innovation.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Hypothetical data created for this exercise.
- Industry reports and analyst estimates.
Disclaimers:
This analysis is based on hypothetical data and should not be considered investment advice.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About FundVantage Trust
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date 2025-03-24 | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund will pursue its investment objective by seeking to outperform, after taking into account fees and expenses, the broader bank loan market over a complete credit cycle. The fund has adopted an investment policy providing that under normal circumstances, the fund will invest at least 80% of the value of its assets (net assets plus the amount of any borrowings for investment purposes) in floating rate securities and other obligations (such as bank loans).
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