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LVOLX SGI US Large Cap Equity A Forecast, Technical & Fundamental Analysis

Category LargeBlend
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Alphabet (NASDAQ:GOOGL), Accenture PLC (NYSE:ACN), Elevance Health (NYSE:ELV), Prudential Financial (NYSE:PRU), Electronic Arts (NASDAQ:EA).

Industry description

The investment seeks to outperform the S&P 500® Index over a market cycle while reducing overall volatility. The fund normally invests at least 80% of its net assets (including borrowings for investment purposes) in equity securities, primarily common stocks, of companies within the Russell 1000® Index and S&P 500® Index. Its investments will generally consist of securities, which may include common stocks, preferred stocks, warrants to acquire common stock, and securities convertible into common stock. The fund purchases equity securities traded in the U.S. on registered exchanges or the over-the-counter market.

Market Cap

The average market capitalization across the SGI US Large Cap Equity A MF is 574.01B. The market cap for tickers in the group ranges from 24.07B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is MOH at 24.07B.

Volume

The average weekly volume growth across all stocks in the SGI US Large Cap Equity A MF was 25%. For the same stocks of the MF, the average monthly volume growth was 68% and the average quarterly volume growth was 130%

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: 72
Price Growth Rating: 50
SMR Rating: 50
Profit Risk Rating: 28
Seasonality Score: 26 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeBlend

Profile
Fundamentals
Details
Category
Large Blend
Address
RBB Fund Inc (Summit)Bellevue Park Corporate Center, 103 Bellevue ParkwayWilmington
Phone
(302) 791-1851
Web
www.summitglobalinvestments.com
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Research Frontiers

LVOLX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, LVOLX has been closely correlated with FXAIX. These tickers have moved in lockstep 82% of the time. This A.I.-generated data suggests there is a high statistical probability that if LVOLX jumps, then FXAIX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To LVOLX
1D Price
Change %
LVOLX100%
+1.27%
FXAIX - LVOLX
82%
Closely correlated
+0.55%
VSTSX - LVOLX
80%
Closely correlated
+0.69%
VSMPX - LVOLX
80%
Closely correlated
+0.70%
VFFSX - LVOLX
78%
Closely correlated
+0.55%
VFIAX - LVOLX
78%
Closely correlated
+0.55%
More