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

The investment seeks long-term growth of capital... Show more

Category: #Mid-Cap Value
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are ExxonMobil Holdings Corporation (NYSE:XOM), Cisco Systems (NASDAQ:CSCO), Verizon Communications (NYSE:VZ), AT&T (NYSE:T), Altria Group (NYSE:MO), Hewlett Packard Enterprise Company (NYSE:HPE).

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 172.74B. The market cap for tickers in the group ranges from 7.27B to 644.38B. XOM holds the highest valuation in this group at 644.38B. The lowest valued company is AVT at 7.27B.

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 -50% and the average quarterly volume growth was -52%

Fundamental Analysis Ratings

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

Valuation Rating: 40
P/E Growth Rating: 38
Price Growth Rating: 39
SMR Rating: 50
Profit Risk Rating: 31
Seasonality Score: -41 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category MidCapValue

Profile
Details
Category
Mid-Cap Value
Address
Advisors Inner Circle FundOne Freedom Valley DriveOaks
Phone
855-842-3863
Web
www.hamlinfunds.com
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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.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To LSVMX
1D Price
Change %
LSVMX100%
N/A
FFFMX - LSVMX
68%
Closely correlated
-0.11%
FFMMX - LSVMX
67%
Closely correlated
-0.12%
RWEBX - LSVMX
54%
Loosely correlated
+0.06%
RWMHX - LSVMX
54%
Loosely correlated
+0.07%
FWWMX - LSVMX
54%
Loosely correlated
+0.06%
More
LSV US Managed Volatility Institutional (LSVMX) mutual fund Forecast, Price Targets and Analysts Predictions - Tickeron.com