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LSOFX
Mutual Fund ticker: NASDAQ
AS OF
Dec 17 closing price
Price
$18.32
Change
-$0.12 (-0.65%)
Net Assets
202.44M

LSOFX price forecast, quote, news & analysis

Category: @Long-Short
A.I.Advisor
published price charts
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Merck & Co (NYSE:MRK), Abbott Laboratories (NYSE:ABT), Pioneer Natural Resource Co (null:PXD).

Industry description

The investment seeks to generate long-term capital appreciation by investing in both long and short positions within a portfolio consisting of primarily publicly-traded common stock, with less net exposure than that of the stock market in general. The fund will employ a research-driven, bottom-up stock selection process on both the long and short side. The advisor generally intends to take positions in equity securities, including common and preferred stocks and securities convertible into equity securities, and in other investment companies. It may also hold positions in foreign securities.

Market Cap

The average market capitalization across the LS Opportunity Fund Institutional Class MF is 118.22B. The market cap for tickers in the group ranges from 10.73B to 331.75B. MRK holds the highest valuation in this group at 331.75B. The lowest valued company is GL at 10.73B.

Volume

The average weekly volume growth across all stocks in the LS Opportunity Fund Institutional Class MF was 20%. For the same stocks of the MF, the average monthly volume growth was -23% and the average quarterly volume growth was 10%

Fundamental Analysis Ratings

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

Valuation Rating: 55
P/E Growth Rating: 75
Price Growth Rating: 50
SMR Rating: 57
Profit Risk Rating: 28
Seasonality Score: 33 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LongShort

Profile
Fundamentals
Details
Category
Long-Short Equity
Address
Valued Advisers Trust (LS)2960 N Meridian Street Ste 300Indianapolis
Phone
317-917-7000
Web
www.longshortadvisors.com