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LMOFX Patient Opportunity FI Forecast, Technical & Fundamental Analysis

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

Category: #Mid-Cap Value
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Alphabet (NASDAQ:GOOGL), Amazon.com (NASDAQ:AMZN), Unitedhealth Group (NYSE:UNH), Citigroup (NYSE:C), CVS HEALTH Corp (NYSE:CVS).

Industry description

The investment seeks long term growth of capital. The fund normally makes investments that, in the portfolio managers' opinion, offer the opportunity for long-term growth of capital. The portfolio managers exercise a flexible strategy in the selection of investments, not limited by investment style or asset class. It may invest without limit in the common stock of U.S. and foreign issuers of all sizes and in other U.S. and foreign securities. The fund may also borrow money for investment purposes, in amounts up to 10% of the fund's net assets measured as of the time of the borrowing, which is a practice known as leveraging. It is non-diversified.

Market Cap

The average market capitalization across the Patient Opportunity FI MF is 889.52B. The market cap for tickers in the group ranges from 7.92B to 5.2T. NVDA holds the highest valuation in this group at 5.2T. The lowest valued company is NCLH at 7.92B.

Volume

The average weekly volume growth across all stocks in the Patient Opportunity FI MF was 12%. For the same stocks of the MF, the average monthly volume growth was -16% and the average quarterly volume growth was -59%

Fundamental Analysis Ratings

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

Valuation Rating: 42
P/E Growth Rating: 50
Price Growth Rating: 43
SMR Rating: 45
Profit Risk Rating: 45
Seasonality Score: -13 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category MidCapValue

Profile
Details
Category
Mid-Cap Value
Address
615 East Michigan StreetMilwaukee
Phone
414-287-3700
Web
N/A
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LMOFX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, LMOFX has been closely correlated with FSMDX. These tickers have moved in lockstep 90% of the time. This A.I.-generated data suggests there is a high statistical probability that if LMOFX jumps, then FSMDX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To LMOFX
1D Price
Change %
LMOFX100%
+1.08%
FSMDX - LMOFX
90%
Closely correlated
N/A
FSMAX - LMOFX
89%
Closely correlated
N/A
VEMPX - LMOFX
87%
Closely correlated
+0.86%
VEXAX - LMOFX
86%
Closely correlated
+0.86%
VIEIX - LMOFX
86%
Closely correlated
+0.86%
More
Patient Opportunity FI (LMOFX) mutual fund Forecast, Price Targets and Analysts Predictions - Tickeron.com