QCI Balanced Fund Institutional Cl
QCI Balanced Fund Institutional Cl
Your view on QCIBX
Overview
What the company does, where it operates, and who runs it.
About QCI Balanced Fund Institutional Cl
- Industry
- Asset Management
- Sector
- Financial Services
- CEO
- Not available
- Headquarters
- 116 South Franklin Street, Rocky Mount, NC, US
- Industry
- Asset Management
- Sector
- Financial Services
- CEO
- Not available
- Headquarters
- 116 South Franklin Street, Rocky Mount, NC, US
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.
Media
Infographics, videos, and posts covering the company.
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 QCI Balanced Fund Institutional Cl, 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 QCI Balanced Fund Institutional Cl. 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 QCI Balanced Fund Institutional Cl. 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 QCI Balanced Fund Institutional Cl. 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 QCI Balanced Fund Institutional Cl. Annual and quarterly filings with period-over-period comparison, so you can trace how revenue, margins and cash generation have moved.
Comparables
List of peer companies in the same industry.
QCI Balanced Fund Institutional Cl 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.
Institutional Ownership
Which funds and firms own the stock.
Which institutions hold QCI Balanced Fund Institutional Cl, 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 QCI Balanced Fund Institutional Cl 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 QCI Balanced Fund Institutional Cl. 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 QCI Balanced Fund Institutional Cl. 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 QCI Balanced Fund Institutional Cl. Press releases and market coverage, newest first.