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LMRNX 1919 Socially Responsive Balanced I Forecast, Technical & Fundamental Analysis

A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOGL), Broadcom Inc. (NASDAQ:AVGO), Eli Lilly & Co (NYSE:LLY), Boston Scientific Corp (NYSE:BSX).

Industry description

The investment seeks to provide high total return consisting of capital appreciation and current income. The fund invests in a mix of common stocks and other equity securities of U.S. companies of any market capitalization and fixed income securities which are primarily investment grade and may be of any maturity. Normally, it will maintain at least 65% of the value of its assets in equity securities and at least 25% of the value of its assets in fixed income securities. Fixed income securities include asset- and mortgage-backed securities.

Market Cap

The average market capitalization across the 1919 Socially Responsive Balanced I MF is 1.7T. The market cap for tickers in the group ranges from 100.1B to 3.56T. NVDA holds the highest valuation in this group at 3.56T. The lowest valued company is BSX at 100.1B.

Volume

The average weekly volume growth across all stocks in the 1919 Socially Responsive Balanced I MF was -8%. For the same stocks of the MF, the average monthly volume growth was 8% and the average quarterly volume growth was -52%

Fundamental Analysis Ratings

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

Valuation Rating: 82
P/E Growth Rating: 62
Price Growth Rating: 28
SMR Rating: 39
Profit Risk Rating: 9
Seasonality Score: 3 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category ModerateAllocation

Profile
Fundamentals
Details
Category
Moderate Allocation
Address
615 East Michigan StreetMilwaukee
Phone
414-287-3700
Web
N/A
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LMRNX and MutualFunds

Correlation & Price change

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To LMRNX
1D Price
Change %
LMRNX100%
+0.19%
VBAIX - LMRNX
97%
Closely correlated
+0.12%
VBINX - LMRNX
97%
Closely correlated
+0.12%
VBIAX - LMRNX
97%
Closely correlated
+0.12%
FBONX - LMRNX
94%
Closely correlated
-0.14%
RLBGX - LMRNX
94%
Closely correlated
-0.14%
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