LVAQX LSV Small Cap Value Investor Forecast, Technical & Fundamental Analysis

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 Investor MF is 6.6B. The market cap for tickers in the group ranges from 1.74B to 13.34B. TOL holds the highest valuation in this group at 13.34B. The lowest valued company is OFG at 1.74B.

Volume

The average weekly volume growth across all stocks in the LSV Small Cap Value Investor MF was -23%. For the same stocks of the MF, the average monthly volume growth was 15% and the average quarterly volume growth was 14%

Fundamental Analysis Ratings

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

Valuation Rating: 52

P/E Growth Rating: 36

Price Growth Rating: 48

SMR Rating: 50

Profit Risk Rating: 27

Seasonality Score: 44 (-100 ... +100)

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A.I. Advisor

published General Information

General Information

Category SmallValue

Profile

Fundamentals

Details

	1 Day
MIGDX	35.74	-0.05	-0.14%
MFS Massachusetts Inv Gr Stk C
INUTX	40.83	-0.37	-0.90%
Columbia Dividend Opportunity A
NSCRX	68.07	-0.67	-0.97%
Nuveen Small-Cap Value Opps I
IOEZX	17.13	-0.19	-1.10%
ICON Equity Income Institutional
DOMIX	9.18	-0.15	-1.61%
Domini Impact International Equity Inv

LVAQX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, LVAQX 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 LVAQX jumps, then SSGSX could also see price increases.

Ticker / NAME	Correlation To LVAQX	1D Price Change %
LVAQX	100%	-1.35%
SSGSX - LVAQX	90% Closely correlated	-1.33%
DFFVX - LVAQX	88% Closely correlated	-1.24%
ASVRX - LVAQX	87% Closely correlated	-1.04%
DFSVX - LVAQX	87% Closely correlated	-1.29%
VSIAX - LVAQX	85% Closely correlated	-1.24%
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