The most notable companies in this group are Exxon Mobil Corp (NYSE:XOM), Oracle Corp (NYSE:ORCL), Merck & Co (NYSE:MRK), Cisco Systems (NASDAQ:CSCO), Comcast Corp (NASDAQ:CMCSA), Verizon Communications (NYSE:VZ), International Business Machines Corp (NYSE:IBM), Gilead Sciences (NASDAQ:GILD), Kroger Co (The) (NYSE:KR).
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.
The average market capitalization across the LSV US Managed Volatility Institutional MF is 135.74B. The market cap for tickers in the group ranges from 9.86B to 416.24B. XOM holds the highest valuation in this group at 416.24B. The lowest valued company is DOX at 9.86B.
The average weekly volume growth across all stocks in the LSV US Managed Volatility Institutional MF was 249%. For the same stocks of the MF, the average monthly volume growth was 23% and the average quarterly volume growth was -8%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 38
P/E Growth Rating: 52
Price Growth Rating: 43
SMR Rating: 50
Profit Risk Rating: 45
Seasonality Score: 25 (-100 ... +100)