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LSVEX
Mutual Fund ticker: NASDAQ
AS OF
Dec 17 closing price
Price
$28.94
Change
-$0.23 (-0.79%)
Net Assets
1.39B

LSVEX LSV Value Equity Forecast, Technical & Fundamental Analysis

Category LargeValue
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Exxon Mobil Corp (NYSE:XOM), Merck & Co (NYSE:MRK), Wells Fargo & Co (NYSE:WFC), Cisco Systems (NASDAQ:CSCO), Comcast Corp (NASDAQ:CMCSA), AT&T (NYSE:T), Citigroup (NYSE:C), Bristol-Myers Squibb Co (NYSE:BMY), Gilead Sciences (NASDAQ:GILD), Bank of New York Mellon Corp (NYSE:BK).

Industry description

The investment seeks long-term growth of capital. Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities. The equity securities in which the fund invests are mainly common stocks. Although the fund may invest in securities of companies of any size, the fund generally invests in companies with market capitalizations of $1 billion or more at the time of purchase.

Market Cap

The average market capitalization across the LSV Value Equity MF is 185.76B. The market cap for tickers in the group ranges from 42.88B to 461.22B. XOM holds the highest valuation in this group at 461.22B. The lowest valued company is BK at 42.88B.

Volume

The average weekly volume growth across all stocks in the LSV Value Equity MF was 6%. For the same stocks of the MF, the average monthly volume growth was -15% and the average quarterly volume growth was -5%

Fundamental Analysis Ratings

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

Valuation Rating: 50
P/E Growth Rating: 39
Price Growth Rating: 34
SMR Rating: 44
Profit Risk Rating: 46
Seasonality Score: 55 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeValue

Profile
Fundamentals
Details
Category
Large Value
Address
Advisors Inner Circle FundOne Freedom Valley DriveOaks
Phone
855-842-3863
Web
www.hamlinfunds.com
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LSVEX and MutualFunds

Correlation & Price change

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To LSVEX
1D Price
Change %
LSVEX100%
-0.79%
VIVAX - LSVEX
86%
Closely correlated
-0.62%
VVIAX - LSVEX
86%
Closely correlated
-0.60%
VIVIX - LSVEX
86%
Closely correlated
-0.62%
DOXGX - LSVEX
85%
Closely correlated
-0.67%
RMFEX - LSVEX
78%
Closely correlated
-5.03%
More