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LSVMX LSV US Managed Volatility Institutional Forecast, Technical & Fundamental Analysis

A.I.Advisor

published Highlights

Notable companies

The most notable companies in this group are Merck & Co (NYSE:MRK), Cisco Systems (NASDAQ:CSCO), International Business Machines Corp (NYSE:IBM), Verizon Communications (NYSE:VZ), Comcast Corp (NASDAQ:CMCSA), Amgen (NASDAQ:AMGN), AT&T (NYSE:T), Gilead Sciences (NASDAQ:GILD), Kroger Co (The) (NYSE:KR).

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 of U.S. companies. Although it may invest in securities of companies of any size, the fund generally invests in companies with market capitalizations of $100 million or more at the time of purchase.

Market Cap

The average market capitalization across the LSV US Managed Volatility Institutional MF is 149.72B. The market cap for tickers in the group ranges from 10.53B to 331.75B. MRK holds the highest valuation in this group at 331.75B. The lowest valued company is DOX at 10.53B.

Volume

The average weekly volume growth across all stocks in the LSV US Managed Volatility Institutional MF was -18%. For the same stocks of the MF, the average monthly volume growth was -35% and the average quarterly volume growth was 15%

Fundamental Analysis Ratings

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

Valuation Rating: 32

P/E Growth Rating: 38

Price Growth Rating: 39

SMR Rating: 50

Profit Risk Rating: 42

Seasonality Score: 31 (-100 ... +100)

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A.I. Advisor

published General Information

General Information

Category LargeValue

Profile

Fundamentals

Details

	1 Day
PMGJX	8.11	0.15	+1.88%
Principal MidCap Growth J
UBVTX	88.08	1.28	+1.47%
Undiscovered Managers Behavioral Val R3
TASHX	14.59	0.06	+0.41%
Transamerica Multi-Asset Income A
SIDVX	10.19	0.01	+0.10%
Hartford Schroders Intl Multi-Cp Val A
MEPSX	15.60	N/A	N/A
MassMutual Disciplined Value R5

LSVMX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, LSVMX has been closely correlated with FFFMX. These tickers have moved in lockstep 68% of the time. This A.I.-generated data suggests there is a high statistical probability that if LSVMX jumps, then FFFMX could also see price increases.

Ticker / NAME	Correlation To LSVMX	1D Price Change %
LSVMX	100%	+1.31%
FFFMX - LSVMX	68% Closely correlated	+0.90%
FFMMX - LSVMX	67% Closely correlated	+0.90%
DOXGX - LSVMX	48% Loosely correlated	+0.59%
RMFEX - LSVMX	47% Loosely correlated	+0.90%
RMEBX - LSVMX	47% Loosely correlated	+0.90%
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