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LFTOX Lincoln U.S. Equity Income Maximizer A Forecast, Technical & Fundamental Analysis

The investment seeks a high level of current income with long-term growth of capital... Show more

Category: #Trading
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Apple (NASDAQ:AAPL), Alphabet (NASDAQ:GOOG), Microsoft Corp (NASDAQ:MSFT), Amazon.com (NASDAQ:AMZN), Broadcom Inc. (NASDAQ:AVGO), Meta Platforms (NASDAQ:META), Tesla (NASDAQ:TSLA), JPMorgan Chase & Co (NYSE:JPM), Caterpillar (NYSE:CAT).

Industry description

The investment seeks a high level of current income with long-term growth of capital. The fund, under normal circumstances, invests at least 80% of its net assets in equity and equity related securities of U.S. companies. Its portfolio seeks to be broadly diversified by company and industry. The fund may use futures contracts, options, swaps, and other derivatives as tools in the management of portfolio assets. The fund is non-diversified.

Market Cap

The average market capitalization across the Lincoln U.S. Equity Income Maximizer A MF is 2.72T. The market cap for tickers in the group ranges from 387.13B to 5.42T. NVDA holds the highest valuation in this group at 5.42T. The lowest valued company is CAT at 387.13B.

Volume

The average weekly volume growth across all stocks in the Lincoln U.S. Equity Income Maximizer A MF was -49%. For the same stocks of the MF, the average monthly volume growth was -21% and the average quarterly volume growth was -76%

Fundamental Analysis Ratings

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

Valuation Rating: 68
P/E Growth Rating: 60
Price Growth Rating: 42
SMR Rating: 27
Profit Risk Rating: 30
Seasonality Score: -31 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category Trading

Profile
Details
Category
Derivative Income
Address
United States
Phone
N/A
Web
N/A
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LFTOX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, LFTOX has been closely correlated with JEPIX. These tickers have moved in lockstep 69% of the time. This A.I.-generated data suggests there is a high statistical probability that if LFTOX jumps, then JEPIX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To LFTOX
1D Price
Change %
LFTOX100%
+0.51%
JEPIX - LFTOX
69%
Closely correlated
N/A
JEPSX - LFTOX
69%
Closely correlated
N/A
JEPAX - LFTOX
69%
Closely correlated
-0.07%
JEPRX - LFTOX
69%
Closely correlated
N/A
JEPCX - LFTOX
-11%
Poorly correlated
-0.07%
Lincoln U.S. Equity Income Maximizer A (LFTOX) mutual fund Forecast, Price Targets and Analysts Predictions - Tickeron.com