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

Category SmallValue
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 243%. For the same stocks of the MF, the average monthly volume growth was 203% and the average quarterly volume growth was 301%

Fundamental Analysis Ratings

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

Valuation Rating: 50
P/E Growth Rating: 33
Price Growth Rating: 48
SMR Rating: 49
Profit Risk Rating: 24
Seasonality Score: 13 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallValue

Profile
Fundamentals
Details
Category
Small Value
Address
Advisors Inner Circle FundOne Freedom Valley DriveOaks
Phone
855-842-3863
Web
www.hamlinfunds.com
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LVAQX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, LVAQX has been closely correlated with DFFVX. These tickers have moved in lockstep 88% of the time. This A.I.-generated data suggests there is a high statistical probability that if LVAQX jumps, then DFFVX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To LVAQX
1D Price
Change %
LVAQX100%
-1.32%
DFFVX - LVAQX
88%
Closely correlated
-1.31%
DFSVX - LVAQX
87%
Closely correlated
-1.36%
VSIAX - LVAQX
85%
Closely correlated
-0.85%
VISVX - LVAQX
85%
Closely correlated
-0.85%
VSIIX - LVAQX
85%
Closely correlated
-0.87%
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