LMBMX Franklin U.S. Small Cap Equity IS Forecast, Technical & Fundamental Analysis

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

Category: #Small Blend

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A.I.Advisor

published Highlights

Industry description

The investment seeks long-term capital appreciation. The fund normally invests at least 80% of net assets, plus any borrowings for investment purposes, in equity securities of companies with small market capitalizations domiciled, or having their principal activities, in the United States, at the time of investment or other investments with similar economic characteristics. It may also invest in securities of foreign companies in the form of American Depositary Receipts ("ADRs").

Market Cap

The average market capitalization across the Franklin U.S. Small Cap Equity IS MF is 7.64B. The market cap for tickers in the group ranges from 481.77M to 18.32B. SMCI holds the highest valuation in this group at 18.32B. The lowest valued company is CWCO at 481.77M.

Volume

The average weekly volume growth across all stocks in the Franklin U.S. Small Cap Equity IS MF was 64%. For the same stocks of the MF, the average monthly volume growth was 189% and the average quarterly volume growth was 229%

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: 42

Price Growth Rating: 53

SMR Rating: 58

Profit Risk Rating: 49

Seasonality Score: 22 (-100 ... +100)

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published General Information

General Information

Category SmallBlend

Profile

Details

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LMBMX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, LMBMX has been closely correlated with VRTIX. These tickers have moved in lockstep 97% of the time. This A.I.-generated data suggests there is a high statistical probability that if LMBMX jumps, then VRTIX could also see price increases.

Ticker / NAME	Correlation To LMBMX	1D Price Change %
LMBMX	100%	-0.75%
VRTIX - LMBMX	97% Closely correlated	+0.79%
FTHFX - LMBMX	95% Closely correlated	+0.77%
FSSNX - LMBMX	92% Closely correlated	+0.79%
NAESX - LMBMX	90% Closely correlated	+0.69%
VSCIX - LMBMX	90% Closely correlated	+0.68%
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