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LSOFX LS Opportunity Fund Institutional Class Forecast, Technical & Fundamental Analysis

The investment seeks to generate long-term capital appreciation over a full market cycle by investing in both long and short positions within a portfolio consisting of primarily publicly-traded common stock, with generally less net exposure than that of the stock market... Show more

Category: #Long-Short
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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 over a full market cycle by investing in both long and short positions within a portfolio consisting of primarily publicly-traded common stock, with generally less net exposure than that of the stock market. The fund will employ a 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 118.4B. The market cap for tickers in the group ranges from 13.28B to 322.26B. MRK holds the highest valuation in this group at 322.26B. The lowest valued company is GL at 13.28B.

Volume

The average weekly volume growth across all stocks in the LS Opportunity Fund Institutional Class MF was -55%. For the same stocks of the MF, the average monthly volume growth was -23% and the average quarterly volume growth was -34%

Fundamental Analysis Ratings

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

Valuation Rating: 53
P/E Growth Rating: 46
Price Growth Rating: 42
SMR Rating: 48
Profit Risk Rating: 59
Seasonality Score: 39 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LongShort

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

Correlation & Price change

A.I.dvisor indicates that over the last year, LSOFX has been closely correlated with DHLSX. These tickers have moved in lockstep 82% of the time. This A.I.-generated data suggests there is a high statistical probability that if LSOFX jumps, then DHLSX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To LSOFX
1D Price
Change %
LSOFX100%
N/A
DHLSX - LSOFX
82%
Closely correlated
N/A
DIAYX - LSOFX
70%
Closely correlated
N/A
DIAMX - LSOFX
65%
Loosely correlated
N/A
REMIX - LSOFX
57%
Loosely correlated
N/A
GARIX - LSOFX
51%
Loosely correlated
N/A
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LS Opportunity Fund Institutional Class (LSOFX) mutual fund Forecast, Price Targets and Analysts Predictions - Tickeron.com