QCI Balanced Fund Institutional Cl (QCIBX)
QCI Balanced Fund Institutional Cl operates in the Asset Management industry of the Financial Services sector, headquartered in Rocky Mount, NC. The stock last traded at $7.44, down 0.10% on the session, giving a market capitalisation of $9.7M. On trailing twelve-month figures it carries a trailing P/E of -1261.51, a net margin of -0.5%. Its beta of 0.79 implies it has historically moved less than the broad market.
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.
QCI Balanced Fund Institutional Cl is most often compared with the following Financial Services names: