OFVIX O'Shaughnessy Market Leaders Value I Forecast, Technical & Fundamental Analysis

The most notable companies in this group are KLA Corporation (NASDAQ:KLAC), Booking Holdings Inc. (NASDAQ:BKNG), Altria Group (NYSE:MO), MARATHON PETROLEUM Corp (NYSE:MPC), 3M Company (NYSE:MMM), Comcast Corp (NASDAQ:CMCSA), American International Group (NYSE:AIG).

The investment seeks long-term capital appreciation and current income. Under normal market conditions, the fund invests primarily in a diversified portfolio of common stocks and other equity securities of companies of all sizes, including but not limited to, American Depositary Receipts ("ADRs"), preferred stocks, limited partnerships, and convertible securities. The adviser employs a bottom-up, quantitative, factor-based approach to security selection based on research and analysis of historical data. The adviser may eliminate or substitute factors at its discretion.

The average market capitalization across the O'Shaughnessy Market Leaders Value I MF is 92.41B. The market cap for tickers in the group ranges from 7.15B to 238.81B. KLAC holds the highest valuation in this group at 238.81B. The lowest valued company is BLDR at 7.15B.

The average weekly volume growth across all stocks in the O'Shaughnessy Market Leaders Value I MF was -9%. For the same stocks of the MF, the average monthly volume growth was -24% and the average quarterly volume growth was -51%