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LMRIX
Mutual Fund ticker: NASDAQ
AS OF
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Price
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Change
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Net Assets
115.54M

LMRIX Price Prediction, 1919 Financial Services I AI Recommendations

Mutual Fund market charts, price targets, analyst ratings and a financial calendar

A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are VISA (NYSE:V), JPMorgan Chase & Co (NYSE:JPM), Bank of America Corp (NYSE:BAC), Charles Schwab Corp (The) (NYSE:SCHW), US Bancorp (NYSE:USB).

Industry description

The investment seeks long-term capital appreciation by investing primarily in common stocks. The fund normally invests at least 80% of its net assets in equity securities of issuers in the financial services industry that the Adviser believes are undervalued and thus may offer above-average potential for capital appreciation. It may invest its assets in securities of foreign financial services companies. The fund may invest in fixed income securities, including high yield securities or "junk bonds". It may invest in shares of open-end funds or ETFs.

Market Cap

The average market capitalization across the 1919 Financial Services I MF is 109.17B. The market cap for tickers in the group ranges from 24.04B to 581.65B. V holds the highest valuation in this group at 581.65B. The lowest valued company is BRO at 24.04B.

Volume

The average weekly volume growth across all stocks in the 1919 Financial Services I MF was -3%. For the same stocks of the MF, the average monthly volume growth was -4% and the average quarterly volume growth was -12%

Fundamental Analysis Ratings

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

Valuation Rating: 77
P/E Growth Rating: 60
Price Growth Rating: 37
SMR Rating: 38
Profit Risk Rating: 45
Seasonality Score: -58 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category Financial

Profile
Fundamentals
Details
Category
Financial
Address
615 East Michigan StreetMilwaukee
Phone
414-287-3700
Web
N/A
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LMRIX and

Correlation & Price change

A.I.dvisor indicates that over the last year, LMRIX has been closely correlated with DFFCX. These tickers have moved in lockstep 83% of the time. This A.I.-generated data suggests there is a high statistical probability that if LMRIX jumps, then DFFCX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To LMRIX
1D Price
Change %
LMRIX100%
+0.42%
DFFCX - LMRIX
83%
Closely correlated
+0.86%
DVFYX - LMRIX
82%
Closely correlated
+0.87%
RPFGX - LMRIX
82%
Closely correlated
+0.87%
TFIFX - LMRIX
79%
Closely correlated
+0.70%
PRISX - LMRIX
79%
Closely correlated
+0.73%
More