QCI Balanced Fund Institutional Cl (QCIBX) Research
This fund aims to provide a balanced investment strategy, seeking to generate consistent income and protect initial capital while also pursuing opportunities for long-term appreciation. To achieve these goals, the Advisor constructs a widely diversified portfolio. This portfolio encompasses various debt instruments, including corporate, agency, and U.S. government bonds, in addition to preferred shares, common stock primarily from large and mid-sized companies, and derivative securities. The fund's allocation is dynamic, with its equity and fixed income holdings each typically representing between 25% and 75% of its total assets.
Market snapshot
- Symbol
- QCIBX
- Price
- $7.44
- Day change
- -0.10%
- Market cap
- $9.7M
- P/E ratio
- -1261.51x
- 52-week range
- 7.44-7.44
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- American Beacon Continuous Capital Emerging Markets Fund - Investor Class (CCEPX)
- DoubleLine Multi-Asset Trend Fund Class N (DLMOX)
- GMO Risk Premium Fund Class VI (GMOKX)
- GMO Risk Premium Fund Class III (GMRPX)
- Issachar Fund Class N (LIONX)
- Rondure Overseas Fund, Inv Class (ROSOX)
- Tortoise Energy Evolution Fund Institutional Class (TOPIX)
- Tortoise Energy Evolution Fund A Class (TOPTX)
Open QCI Balanced Fund Institutional Cl (QCIBX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.