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TVLIX Touchstone Value Institutional Forecast, Technical & Fundamental Analysis

Category LargeValue
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Broadcom Inc. (NASDAQ:AVGO), Philip Morris International (NYSE:PM), Comcast Corp (NASDAQ:CMCSA), Elevance Health (NYSE:ELV), Pioneer Natural Resource Co (null:PXD), Las Vegas Sands Corp (NYSE:LVS), Halliburton Company (NYSE:HAL).

Industry description

The investment seeks to provide investors with long-term capital growth. The fund normally invests in equity securities of large- and mid-cap companies (generally, companies with market capitalizations of approximately $2.5 billion or higher) that the fund's sub-advisor believes are undervalued. As part of this strategy, the fund may invest up to 15% of its assets in foreign equity securities. Equity securities include common and preferred stocks and depositary receipts.

Market Cap

The average market capitalization across the Touchstone Value Institutional MF is 162.71B. The market cap for tickers in the group ranges from 30.71B to 769.9B. AVGO holds the highest valuation in this group at 769.9B. The lowest valued company is VRT at 30.71B.

Volume

The average weekly volume growth across all stocks in the Touchstone Value Institutional MF was 4%. For the same stocks of the MF, the average monthly volume growth was 48% and the average quarterly volume growth was 16%

Fundamental Analysis Ratings

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

Valuation Rating: 51
P/E Growth Rating: 62
Price Growth Rating: 44
SMR Rating: 52
Profit Risk Rating: 45
Seasonality Score: 38 (-100 ... +100)
View a ticker or compare two or three
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A.I. Advisor
published General Information

General Information

Category LargeValue

Profile
Fundamentals
Details
Category
Large Value
Address
Touchstone Strategic Trust303 Broadway, Suite 1100Cincinnati
Phone
800-543-0407
Web
www.touchstoneInvestments.com
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TVLIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, TVLIX has been closely correlated with RMFCX. These tickers have moved in lockstep 90% of the time. This A.I.-generated data suggests there is a high statistical probability that if TVLIX jumps, then RMFCX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To TVLIX
1D Price
Change %
TVLIX100%
-0.68%
RMFCX - TVLIX
90%
Closely correlated
-0.85%
RMFEX - TVLIX
90%
Closely correlated
-0.86%
RMEBX - TVLIX
90%
Closely correlated
-0.88%
DOXGX - TVLIX
88%
Closely correlated
-0.70%
VVIAX - TVLIX
85%
Closely correlated
-0.39%
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