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Bloom U.S. Income & Growth Fund Stock AnalysisComprehensive stock analysis for Bloom U.S. Income & Growth Fund (BUA-UN.TO) including live price, Snowflake performance metrics, financial statements, and investment research.Stock AnalysisBUA-UN.TO
BUA-UN.TO
Bloom U.S. Income & Growth Fund
  • Company Overview
  • FRC Research
  • Financial Data
  • Peer Comparison
  • Ownership & News
BUA-UN.TO
Home🔹Stocks🔹Bloom U.S. Income & Growth Fund

Bloom U.S. Income & Growth Fund

BUA-UN.TO•TSX

Bloom U.S. Income & Growth Fund

BUA-UN.TO•TSX
Sentiment

Your view on BUA-UN.TO

Sentiment
Your view
BUA-UN.TO
Bloom U.S. Income & Growth Fund
  • Company Overview
  • FRC Research
  • Financial Data
  • Peer Comparison
  • Ownership & News
BUA-UN.TO
Company Overview

Overview

What the company does, where it operates, and who runs it.

About Bloom U.S. Income & Growth Fund

Industry
Asset Management - Income
Sector
Financial Services
CEO
Not available
Headquarters
150 York St Suite 1710, Toronto, CA, CA
Industry
Asset Management - Income
Sector
Financial Services
CEO
Not available
Headquarters
150 York St Suite 1710, Toronto, CA, CA
Description

The Bloom U.S. Income & Growth Fund is a closed-ended equity mutual fund of funds, established on March 21, 2013, and managed by Bloom Investment Counsel, Inc. Based in Canada, this fund strategically allocates its investments to an underlying fund that targets U.S. public equity markets. Its primary objective involves seeking out dividend-paying value stocks, including Real Estate Investment Trusts (REITs), across a wide array of diversified sectors. The fund was formerly known as the Bloom U.S. Advantaged Income & Growth Fund.

FRC Research

Media

Infographics, videos, and posts covering the company.

Financial Data

Stock Data

Price chart, volume, and trading data.

Fair Value

What FRC thinks the stock is worth vs. the current price.

FRC's fair value estimate for Bloom U.S. Income & Growth Fund, and the rating behind it. FRC analysts run the firm's valuation model across the companies on this platform to estimate what each one is worth, rather than republishing a consensus average. Shows the current estimate, our rating, and when it was last revised. A free account covers 7 company valuations a month; a paid subscription is unlimited.

Financial Ratios

Profitability, returns, valuation, and leverage ratios.

Valuation, profitability, liquidity and leverage ratios for Bloom U.S. Income & Growth Fund. P/E, P/B, EV/EBITDA, margins, return on equity, current ratio and debt coverage, each shown against the company's own history.

Dividend Analysis

Yield, payout ratio, and dividend coverage metrics.

Dividend history, yield and payout sustainability for Bloom U.S. Income & Growth Fund. Per-share payments, yield over time, payout ratio and growth streak, with coverage measured against free cash flow.

Earnings Analysis

EPS history, beat rate, and upcoming earnings reports.

Reported vs. expected earnings history for Bloom U.S. Income & Growth Fund. EPS surprises by quarter, revenue against estimates, and the upcoming reporting date.

Financial Statements

Income statement, balance sheet, and cash flow statements.

Income statement, balance sheet and cash flow history for Bloom U.S. Income & Growth Fund. Annual and quarterly filings with period-over-period comparison, so you can trace how revenue, margins and cash generation have moved.

Peer Comparison

Comparables

List of peer companies in the same industry.

Bloom U.S. Income & Growth Fund valued side by side against its closest peers. Peer-relative multiples and operating metrics, so the valuation is read in the context of its own sector rather than in isolation.

Ownership & News

Institutional Ownership

Which funds and firms own the stock.

Which institutions hold Bloom U.S. Income & Growth Fund, and how their positions are changing. Top holders, position sizes, and quarter-over-quarter accumulation or distribution from regulatory filings.

Insider Trading

Recent buying and selling by company executives.

Buying and selling by Bloom U.S. Income & Growth Fund executives and directors. Insider transactions as disclosed to regulators, with role, size and date — the clearest read on how the people running the company are positioned.

Senate Trading

U.S. Senator disclosures filed under the STOCK Act.

U.S. Senate disclosures naming Bloom U.S. Income & Growth Fund. Senators' reported transactions in this security, alongside the fundamentals — a signal most research platforms leave out entirely.

House Trading

U.S. Representative disclosures filed under the STOCK Act.

U.S. House of Representatives disclosures naming Bloom U.S. Income & Growth Fund. Representatives' reported transactions in this security, shown next to the company's fundamentals.

News

Latest headlines and market coverage.

Latest headlines and company announcements for Bloom U.S. Income & Growth Fund. Press releases and market coverage, newest first.

News

Latest Market News