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LMUSX Franklin U.S. Large Cap Equity FI Forecast, Technical & Fundamental Analysis

Category LargeBlend
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:GOOG), Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META), Unitedhealth Group (NYSE:UNH), Merck & Co (NYSE:MRK), Adobe (NASDAQ:ADBE).

Industry description

The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets, plus borrowings for investment purposes, if any, in U.S. equity securities or other investments with similar economic characteristics of large capitalization companies. It has exposure to growth and value equities of large capitalization companies. The fund seeks to produce returns that exceed those of the Russell 1000 Index over a full market cycle (typically three to five years).

Market Cap

The average market capitalization across the Franklin U.S. Large Cap Equity FI MF is 1.77T. The market cap for tickers in the group ranges from 224.95B to 3.64T. NVDA holds the highest valuation in this group at 3.64T. The lowest valued company is ADBE at 224.95B.

Volume

The average weekly volume growth across all stocks in the Franklin U.S. Large Cap Equity FI MF was 26%. For the same stocks of the MF, the average monthly volume growth was 25% and the average quarterly volume growth was -28%

Fundamental Analysis Ratings

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

Valuation Rating: 64
P/E Growth Rating: 72
Price Growth Rating: 37
SMR Rating: 28
Profit Risk Rating: 19
Seasonality Score: 4 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeBlend

Profile
Fundamentals
Details
Category
Large Blend
Address
LEGG MASON & CO., LLC620 EIGHTH AVENUE, 49TH FLOORNew York
Phone
1-877-721-1926
Web
http://www.leggmason.com/
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LMUSX and MutualFunds

Correlation & Price change

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To LMUSX
1D Price
Change %
LMUSX100%
-0.23%
VTSMX - LMUSX
97%
Closely correlated
-0.38%
VTSAX - LMUSX
97%
Closely correlated
-0.39%
VITSX - LMUSX
97%
Closely correlated
-0.39%
VSMPX - LMUSX
97%
Closely correlated
-0.39%
VSTSX - LMUSX
97%
Closely correlated
-0.39%
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