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SHFVX ClearBridge All Cap Value A Forecast, Technical & Fundamental Analysis

Category LargeValue
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Unitedhealth Group (NYSE:UNH), Johnson & Johnson (NYSE:JNJ), ABBVIE (NYSE:ABBV), Wells Fargo & Co (NYSE:WFC), American International Group (NYSE:AIG), Suncor Energy (NYSE:SU).

Industry description

The investment seeks long-term capital growth and current income is a secondary consideration. The fund invests primarily in common stocks and common stock equivalents, such as preferred stocks and securities convertible into common stocks, of companies the portfolio managers believe are undervalued in the marketplace. It may invest up to 25% of its net assets in equity securities of foreign issuers, either directly or through depositary receipts.

Market Cap

The average market capitalization across the ClearBridge All Cap Value A MF is 194.78B. The market cap for tickers in the group ranges from 8.88B to 451.47B. UNH holds the highest valuation in this group at 451.47B. The lowest valued company is MUSA at 8.88B.

Volume

The average weekly volume growth across all stocks in the ClearBridge All Cap Value A MF was 2%. For the same stocks of the MF, the average monthly volume growth was -8% and the average quarterly volume growth was 11%

Fundamental Analysis Ratings

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

Valuation Rating: 48
P/E Growth Rating: 36
Price Growth Rating: 30
SMR Rating: 40
Profit Risk Rating: 26
Seasonality Score: -7 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeValue

Profile
Fundamentals
Details
Category
Large Value
Address
LEGG MASON & CO., LLC620 EIGHTH AVENUE, 49TH FLOORNew York
Phone
1-877-721-1926
Web
http://www.leggmason.com/
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SHFVX and MutualFunds

Correlation & Price change

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SHFVX
1D Price
Change %
SHFVX100%
+0.07%
VIVIX - SHFVX
82%
Closely correlated
+0.27%
VVIAX - SHFVX
82%
Closely correlated
+0.27%
VIVAX - SHFVX
82%
Closely correlated
+0.27%
DODGX - SHFVX
80%
Closely correlated
+0.35%
DOXGX - SHFVX
80%
Closely correlated
+0.35%
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