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LMRIX
Mutual Fund ticker: NASDAQ
AS OF
Sep 16 closing price
Price
$30.45
Change
-$0.16 (-0.52%)
Net Assets
118.23M

LMRIX 1919 Financial Services I Forecast, Technical & Fundamental Analysis

The investment seeks long-term capital appreciation by investing primarily in common stocks... Show more

Category: #Financial
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are JPMorgan Chase & Co (NYSE:JPM), VISA (NYSE:V), 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 248.21B. The market cap for tickers in the group ranges from 29.98B to 850.2B. JPM holds the highest valuation in this group at 850.2B. The lowest valued company is BRO at 29.98B.

Volume

The average weekly volume growth across all stocks in the 1919 Financial Services I MF was -27%. For the same stocks of the MF, the average monthly volume growth was -2% and the average quarterly volume growth was -21%

Fundamental Analysis Ratings

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

Valuation Rating: 70
P/E Growth Rating: 53
Price Growth Rating: 45
SMR Rating: 36
Profit Risk Rating: 31
Seasonality Score: -3 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category Financial

Profile
Fundamentals
Details
Category
Financial
Address
United States
Phone
N/A
Web
N/A
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LMRIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, LMRIX has been closely correlated with DVFYX. These tickers have moved in lockstep 86% of the time. This A.I.-generated data suggests there is a high statistical probability that if LMRIX jumps, then DVFYX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To LMRIX
1D Price
Change %
LMRIX100%
N/A
DVFYX - LMRIX
86%
Closely correlated
-0.65%
FIDSX - LMRIX
86%
Closely correlated
N/A
FSPCX - LMRIX
76%
Closely correlated
N/A
FRBCX - LMRIX
73%
Closely correlated
N/A
FIDCX - LMRIX
72%
Closely correlated
N/A
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