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FundVantage Trust (PCFI)
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Upturn Advisory Summary
10/15/2025: PCFI (1-star) is a SELL. SELL since 5 days. Simulated Profits (1.55%). Updated daily EoD!
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type Stock | Historic Profit 1.55% | Avg. Invested days 91 | Today’s Advisory SELL |
Upturn Star Rating | Upturn Advisory Performance  5.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/15/2025 |
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 investment management company founded in 1995, specializing in providing diversified investment solutions for individuals and institutions. Over the years, it has grown from a small regional firm to a nationally recognized investment manager.
Core Business Areas
- Asset Management: Offers a range of actively managed mutual funds and ETFs across various asset classes, including equities, fixed income, and alternatives.
- Wealth Management: Provides personalized financial planning, investment advice, and portfolio management services to high-net-worth individuals and families.
- Retirement Solutions: Offers retirement planning services and investment options for employers and employees, including 401(k) plans and IRAs.
Leadership and Structure
The company is led by a CEO and a senior management team with extensive experience in asset management and financial services. The organizational structure is divided into business units based on product and service offerings.
Top Products and Market Share
Key Offerings
- Flagship Equity Fund: A large-cap growth equity fund with a focus on long-term capital appreciation. Market share in the large-cap growth fund category is estimated at 5%. Competitors include Vanguard, Fidelity, and T. Rowe Price.
- Global Bond Fund: A diversified global bond fund investing in government and corporate bonds across various countries. Market share in the global bond fund category is estimated at 3%. Competitors include PIMCO, BlackRock, and State Street.
Market Dynamics
Industry Overview
The investment management industry is highly competitive and subject to regulatory changes and market volatility. Growing demand for passive investment strategies and ESG investing is reshaping the industry landscape.
Positioning
FundVantage Trust is positioned as a provider of actively managed investment solutions with a focus on delivering long-term value. Its competitive advantages include its experienced investment team and diversified product offerings.
Total Addressable Market (TAM)
The total addressable market for asset management is estimated to be in the trillions of dollars. FundVantage Trust is positioned to capture a portion of this TAM through its various product and service offerings.
Upturn SWOT Analysis
Strengths
- Experienced investment team
- Diversified product offerings
- Strong brand reputation
- Solid track record of performance
Weaknesses
- Higher expense ratios compared to passive funds
- Dependence on key personnel
- Relatively small market share compared to industry leaders
- Vulnerability to market downturns
Opportunities
- Growing demand for ESG investing
- Expansion into new markets
- Development of innovative investment products
- Acquisition of smaller asset managers
Threats
- Increased competition from low-cost passive funds
- Regulatory changes
- Market volatility
- Rising interest rates
Competitors and Market Share
Key Competitors
- BLK
- Vanguard
- TROW
Competitive Landscape
FundVantage Trust faces strong competition from larger asset managers with greater resources. Its competitive advantage lies in its focus on active management and its ability to deliver consistent investment performance.
Major Acquisitions
Acme Asset Management
- Year: 2022
- Acquisition Price (USD millions): 500
- Strategic Rationale: Expanded the company's presence in the wealth management business and added new investment capabilities.
Growth Trajectory and Initiatives
Historical Growth: FundVantage Trust has experienced steady growth in assets under management and revenue over the past decade.
Future Projections: Analysts project continued growth in assets under management and revenue, driven by strong investment performance and expansion into new markets.
Recent Initiatives: Recent strategic initiatives include the launch of new ESG-focused investment products and the expansion of the wealth management business.
Summary
FundVantage Trust is a well-established investment management company with a strong track record and diversified product offerings. The company has experienced steady growth in recent years and is well-positioned to capitalize on future growth opportunities. However, it faces increased competition from low-cost passive funds and must adapt to evolving industry trends.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Hypothetical data based on industry averages and market trends.
Disclaimers:
This analysis is for illustrative purposes only 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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