LSVQX LSV Small Cap Value Institutional Forecast, Technical & Fundamental Analysis

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

Category: #Small Value

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A.I.Advisor

published Highlights

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 small-capitalization companies. For purposes of this policy, a small-capitalization company is a company with a market capitalization of less than $2.5 billion, or the highest market capitalization in the Russell 2000® Value Index, whichever is greater, at the time of initial purchase.

Market Cap

The average market capitalization across the LSV Small Cap Value Institutional MF is 8.64B. The market cap for tickers in the group ranges from 2.07B to 19.51B. AMKR holds the highest valuation in this group at 19.51B. The lowest valued company is OFG at 2.07B.

Volume

The average weekly volume growth across all stocks in the LSV Small Cap Value Institutional MF was 7%. For the same stocks of the MF, the average monthly volume growth was 102% and the average quarterly volume growth was 347%

Fundamental Analysis Ratings

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

Valuation Rating: 45

P/E Growth Rating: 47

Price Growth Rating: 44

SMR Rating: 56

Profit Risk Rating: 34

Seasonality Score: 27 (-100 ... +100)

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A.I. Advisor

published General Information

General Information

Category SmallValue

Profile

Details

	1 Day
LVAFX	12.32	0.05	+0.41%
LSV Global Managed Volatility Investor
MNOPX	34.58	-0.06	-0.17%
Morgan Stanley Inst International Opp R6
CSXAX	60.00	-0.15	-0.25%
Calvert US Large Cap Core Rspnb Idx A
TVFRX	18.96	-0.12	-0.63%
NAA Allocation P
GTSVX	47.26	-0.84	-1.75%
Invesco Small Cap Growth R5

LSVQX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, LSVQX has been closely correlated with SSGSX. These tickers have moved in lockstep 90% of the time. This A.I.-generated data suggests there is a high statistical probability that if LSVQX jumps, then SSGSX could also see price increases.

Ticker / NAME	Correlation To LSVQX	1D Price Change %
LSVQX	100%	+1.20%
SSGSX - LSVQX	90% Closely correlated	+0.20%
ASVRX - LSVQX	87% Closely correlated	+1.27%
VSCAX - LSVQX	81% Closely correlated	-1.14%
VSIIX - LSVQX	19% Poorly correlated	+0.40%
VISVX - LSVQX	19% Poorly correlated	+0.43%
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