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LEGFX BrandywineGLOBAL - Small Cap Value I 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 I MF is 2.28B. 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 I MF was -58%. For the same stocks of the MF, the average monthly volume growth was 87% and the average quarterly volume growth was 82%

Fundamental Analysis Ratings

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

Valuation Rating: 56
P/E Growth Rating: 35
Price Growth Rating: 47
SMR Rating: 62
Profit Risk Rating: 85
Seasonality Score: 44 (-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
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LEGFX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, LEGFX has been closely correlated with ASVRX. These tickers have moved in lockstep 95% of the time. This A.I.-generated data suggests there is a high statistical probability that if LEGFX jumps, then ASVRX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To LEGFX
1D Price
Change %
LEGFX100%
+0.08%
ASVRX - LEGFX
95%
Closely correlated
-0.61%
DFFVX - LEGFX
93%
Closely correlated
-0.52%
DFSVX - LEGFX
92%
Closely correlated
-0.48%
VISVX - LEGFX
91%
Closely correlated
-0.40%
VSIAX - LEGFX
91%
Closely correlated
-0.41%
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