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LLPFX Longleaf Partners Forecast, Technical & Fundamental Analysis

Category MidCapValue
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are FedEx Corp (NYSE:FDX), MGM Resorts International (NYSE:MGM).

Industry description

The investment seeks long-term capital growth. The fund primarily owns common stock or securities convertible into common stock but may purchase other types of securities. The fund may invest up to 30% of assets in non-U.S. securities, which could include emerging market issuers, and may achieve its exposure to non-U.S. securities through investing in American depositary receipts (ADRs). It is non-diversified.

Market Cap

The average market capitalization across the Longleaf Partners MF is 19.72B. The market cap for tickers in the group ranges from 3.63B to 71.3B. FDX holds the highest valuation in this group at 71.3B. The lowest valued company is CNX at 3.63B.

Volume

The average weekly volume growth across all stocks in the Longleaf Partners MF was 24%. For the same stocks of the MF, the average monthly volume growth was -3% and the average quarterly volume growth was -10%

Fundamental Analysis Ratings

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

Valuation Rating: 57
P/E Growth Rating: 46
Price Growth Rating: 45
SMR Rating: 62
Profit Risk Rating: 57
Seasonality Score: 17 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category MidCapValue

Profile
Fundamentals
Details
Category
Mid-Cap Value
Address
Longleaf Partners Funds Trust6410 Poplar Ave, Suite 900Memphis
Phone
N/A
Web
www.longleafpartners.com
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LLPFX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, LLPFX has been closely correlated with VMVIX. These tickers have moved in lockstep 84% of the time. This A.I.-generated data suggests there is a high statistical probability that if LLPFX jumps, then VMVIX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To LLPFX
1D Price
Change %
LLPFX100%
+0.09%
VMVIX - LLPFX
84%
Closely correlated
+0.38%
VMVAX - LLPFX
83%
Closely correlated
+0.39%
JVMRX - LLPFX
82%
Closely correlated
+0.93%
JVMCX - LLPFX
79%
Closely correlated
+0.91%
JVMIX - LLPFX
79%
Closely correlated
+0.89%
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