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SHFVX
Mutual Fund ticker: NASDAQ
AS OF
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Price
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Change
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Net Assets
1.52B

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 157.73B. The market cap for tickers in the group ranges from 8.64B to 460.87B. UNH holds the highest valuation in this group at 460.87B. The lowest valued company is MUSA at 8.64B.

Volume

The average weekly volume growth across all stocks in the ClearBridge All Cap Value A MF was -7%. For the same stocks of the MF, the average monthly volume growth was -16% 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: 47
P/E Growth Rating: 45
Price Growth Rating: 42
SMR Rating: 45
Profit Risk Rating: 47
Seasonality Score: -64 (-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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Lands' End

SHFVX and

Correlation & Price change

A.I.dvisor indicates that over the last year, SHFVX has been closely correlated with DOXGX. These tickers have moved in lockstep 78% of the time. This A.I.-generated data suggests there is a high statistical probability that if SHFVX jumps, then DOXGX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SHFVX
1D Price
Change %
SHFVX100%
+0.07%
DOXGX - SHFVX
78%
Closely correlated
-0.39%
DODGX - SHFVX
77%
Closely correlated
-0.39%
VIVAX - SHFVX
74%
Closely correlated
N/A
VVIAX - SHFVX
72%
Closely correlated
N/A
VIVIX - SHFVX
72%
Closely correlated
N/A
More