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LVAEX
Mutual Fund ticker: NASDAQ
AS OF
Oct 17 closing price
Price
$29.05
Change
+$0.16 (+0.55%)
Net Assets
1.21B

LVAEX LSV Value Equity Investor Forecast, Technical & Fundamental Analysis

The investment seeks long-term growth of capital... Show more

Category: #Large Value
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Exxon Mobil Corp (NYSE:XOM), Cisco Systems (NASDAQ:CSCO), Wells Fargo & Co (NYSE:WFC), Merck & Co (NYSE:MRK), AT&T (NYSE:T), Citigroup (NYSE:C), Gilead Sciences (NASDAQ:GILD), Comcast Corp (NASDAQ:CMCSA), Bristol-Myers Squibb Co (NYSE:BMY), Bank of New York Mellon Corp (NYSE:BK).

Industry description

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. The equity securities in which the fund invests are mainly common stocks. Although the fund may invest in securities of companies of any size, the fund generally invests in companies with market capitalizations of $1 billion or more at the time of purchase.

Market Cap

The average market capitalization across the LSV Value Equity Investor MF is 201.68B. The market cap for tickers in the group ranges from 74.74B to 478.51B. XOM holds the highest valuation in this group at 478.51B. The lowest valued company is BK at 74.74B.

Volume

The average weekly volume growth across all stocks in the LSV Value Equity Investor MF was 16%. For the same stocks of the MF, the average monthly volume growth was 40% and the average quarterly volume growth was 21%

Fundamental Analysis Ratings

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

Valuation Rating: 42
P/E Growth Rating: 64
Price Growth Rating: 43
SMR Rating: 30
Profit Risk Rating: 38
Seasonality Score: 32 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeValue

Profile
Fundamentals
Details
Category
Large Value
Address
Advisors Inner Circle FundOne Freedom Valley DriveOaks
Phone
855-842-3863
Web
www.hamlinfunds.com
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LVAEX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, LVAEX has been closely correlated with RWEBX. These tickers have moved in lockstep 79% of the time. This A.I.-generated data suggests there is a high statistical probability that if LVAEX jumps, then RWEBX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To LVAEX
1D Price
Change %
LVAEX100%
+0.55%
RWEBX - LVAEX
79%
Closely correlated
+0.41%
RWMHX - LVAEX
79%
Closely correlated
+0.41%
FWWMX - LVAEX
79%
Closely correlated
+0.42%
FWMMX - LVAEX
78%
Closely correlated
+0.42%
RMFEX - LVAEX
78%
Closely correlated
+0.26%
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