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LBWCX
Mutual Fund ticker: NASDAQ
AS OF
Dec 20 closing price
Price
$19.84
Change
+$0.26 (+1.33%)
Net Assets
206.31M

LBWCX BrandywineGLOBAL Div US Large Value C Forecast, Technical & Fundamental Analysis

Category LargeValue
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are JPMorgan Chase & Co (NYSE:JPM), Exxon Mobil Corp (NYSE:XOM), Johnson & Johnson (NYSE:JNJ), Merck & Co (NYSE:MRK), ABBVIE (NYSE:ABBV), Chevron Corp (NYSE:CVX), Cisco Systems (NASDAQ:CSCO), QUALCOMM (NASDAQ:QCOM), Comcast Corp (NASDAQ:CMCSA), Lowe's Companies (NYSE:LOW).

Industry description

The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its net assets, plus the amount of borrowings for investment purposes, if any, in issuers domiciled, or having their principal activities, in the United States, at the time of investment or other instruments with similar economic characteristics. It invests primarily in equity securities that, in the subadviser's opinion, are undervalued or out of favor. The subadviser expects to hold approximately 175-250 stocks under normal market conditions.

Market Cap

The average market capitalization across the BrandywineGLOBAL Div US Large Value C MF is 304.76B. The market cap for tickers in the group ranges from 145.75B to 573.02B. JPM holds the highest valuation in this group at 573.02B. The lowest valued company is LOW at 145.75B.

Volume

The average weekly volume growth across all stocks in the BrandywineGLOBAL Div US Large Value C MF was 236%. For the same stocks of the MF, the average monthly volume growth was 203% and the average quarterly volume growth was 17%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 41
P/E Growth Rating: 52
Price Growth Rating: 53
SMR Rating: 34
Profit Risk Rating: 34
Seasonality Score: 45 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeValue

Profile
Fundamentals
Details
Category
Large Value
Address
Legg Mason Global Asset Management Trust100 INTERNATIONAL DRIVEBaltimore
Phone
410-539-0000
Web
www.leggmason.com
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LBWCX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, LBWCX has been closely correlated with VIVAX. These tickers have moved in lockstep 90% of the time. This A.I.-generated data suggests there is a high statistical probability that if LBWCX jumps, then VIVAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To LBWCX
1D Price
Change %
LBWCX100%
+1.33%
VIVAX - LBWCX
90%
Closely correlated
+1.17%
VVIAX - LBWCX
90%
Closely correlated
+1.19%
VIVIX - LBWCX
90%
Closely correlated
+1.17%
DODGX - LBWCX
87%
Closely correlated
+1.29%
RMFEX - LBWCX
85%
Closely correlated
+1.03%
More