LSVMX LSV US Managed Volatility Institutional Forecast, Technical & Fundamental Analysis

The most notable companies in this group are Cisco Systems (NASDAQ:CSCO), International Business Machines Corp (NYSE:IBM), Merck & Co (NYSE:MRK), AT&T (NYSE:T), Verizon Communications (NYSE:VZ), Amgen (NASDAQ:AMGN), Gilead Sciences (NASDAQ:GILD), Comcast Corp (NASDAQ:CMCSA), Kroger Co (The) (NYSE:KR).

The investment seeks long-term growth of capital. Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of U.S. companies. Although it may invest in securities of companies of any size, the fund generally invests in companies with market capitalizations of $100 million or more at the time of purchase.

The average market capitalization across the LSV US Managed Volatility Institutional MF is 158.75B. The market cap for tickers in the group ranges from 9.12B to 277.24B. CSCO holds the highest valuation in this group at 277.24B. The lowest valued company is DOX at 9.12B.

The average weekly volume growth across all stocks in the LSV US Managed Volatility Institutional MF was 4%. For the same stocks of the MF, the average monthly volume growth was 46% and the average quarterly volume growth was 25%