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LEGEX BrandywineGLOBAL - Small Cap Value C Forecast, Technical & Fundamental Analysis

Category SmallValue
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are SLM Corp (NASDAQ:SLM).

Industry description

The investment seeks to provide long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets in equity securities of small‑cap companies. Small‑cap companies are companies whose market capitalizations at the time of investment are similar to market capitalizations of companies in the Russell 2000 Index, which varies due to market conditions and the composition of the index. The fund may invest up to 25% of its net assets in equity securities of foreign issuers.

Market Cap

The average market capitalization across the BrandywineGLOBAL - Small Cap Value C MF is 2.21B. The market cap for tickers in the group ranges from 470.76M to 4.8B. SLM holds the highest valuation in this group at 4.8B. The lowest valued company is LDI at 470.76M.

Volume

The average weekly volume growth across all stocks in the BrandywineGLOBAL - Small Cap Value C MF was 14%. For the same stocks of the MF, the average monthly volume growth was 54% and the average quarterly volume growth was 65%

Fundamental Analysis Ratings

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

Valuation Rating: 53
P/E Growth Rating: 34
Price Growth Rating: 46
SMR Rating: 63
Profit Risk Rating: 84
Seasonality Score: -16 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallValue

Profile
Fundamentals
Details
Category
Small Value
Address
Franklin Templeton InvestmentsOne Franklin Parkway, Building 970, 1st FloorSan Mateo
Phone
+1 650 3122000
Web
www.franklintempleton.com
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
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MFs / NAMEPrice $Chg $Chg %
MEPSX15.01N/A
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MassMutual Disciplined Value R5
PMICX10.93N/A
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Putnam Multi-Asset Income C
HAITX56.39-0.03
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Hartford Core Equity R6
NFALX30.18-0.10
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Neuberger Berman Focus I
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Invesco Small Cap Growth R6

LEGEX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, LEGEX has been closely correlated with DFFVX. These tickers have moved in lockstep 93% of the time. This A.I.-generated data suggests there is a high statistical probability that if LEGEX jumps, then DFFVX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To LEGEX
1D Price
Change %
LEGEX100%
-0.17%
DFFVX - LEGEX
93%
Closely correlated
+0.18%
DFSVX - LEGEX
92%
Closely correlated
+0.17%
VISVX - LEGEX
91%
Closely correlated
+0.13%
VSIAX - LEGEX
91%
Closely correlated
+0.13%
VSIIX - LEGEX
91%
Closely correlated
+0.13%
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