LLSCX Longleaf Partners Small-Cap Forecast, Technical & Fundamental Analysis

The investment seeks long-term capital growth... Show more

Category: #Small Blend

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A.I.Advisor

published Highlights

Industry description

The investment seeks long-term capital growth. The Small-Cap Fund normally invests at least 80% of net assets plus any borrowings for investment purposes in the equity securities, including convertible securities, of a limited number of companies whose market capitalizations at the time of purchase are considered small cap. The fund primarily owns common stock but may purchase other types of securities. It is non-diversified.

Market Cap

The average market capitalization across the Longleaf Partners Small-Cap MF is 4.69B. The market cap for tickers in the group ranges from 884.85M to 9.02B. OSCR holds the highest valuation in this group at 9.02B. The lowest valued company is WEST at 884.85M.

Volume

The average weekly volume growth across all stocks in the Longleaf Partners Small-Cap MF was -20%. For the same stocks of the MF, the average monthly volume growth was 2% and the average quarterly volume growth was 131%

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: 80

Price Growth Rating: 54

SMR Rating: 66

Profit Risk Rating: 60

Seasonality Score: -31 (-100 ... +100)

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A.I. Advisor

published General Information

General Information

Category SmallBlend

Profile

Details

	1 Day
RTNAX	16.10	N/A	N/A
Russell Inv Tax-Managed Intl Eq A
IUERX	32.84	N/A	N/A
JPMorgan International Focus R2
AIGIX	22.85	N/A	N/A
Alger International Opportunities I
MOORX	19.04	N/A	N/A
MassMutual Small Cap Opps R4
UIVNX	12.38	N/A	N/A
MFS Intrinsic Equity R2

LLSCX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, LLSCX has been closely correlated with FSMDX. These tickers have moved in lockstep 92% of the time. This A.I.-generated data suggests there is a high statistical probability that if LLSCX jumps, then FSMDX could also see price increases.

Ticker / NAME	Correlation To LLSCX	1D Price Change %
LLSCX	100%	N/A
FSMDX - LLSCX	92% Closely correlated	N/A
DFSTX - LLSCX	85% Closely correlated	+0.13%
FSMAX - LLSCX	84% Closely correlated	N/A
VIMSX - LLSCX	82% Closely correlated	N/A
VIMAX - LLSCX	82% Closely correlated	N/A
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