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LVAMX
Mutual Fund ticker: NASDAQ
AS OF
Feb 3 closing price
Price
$10.06
Change
-$1.37 (-11.99%)
Net Assets
25.48M

LVAMX LSV US Managed Volatility Investor Forecast, Technical & Fundamental Analysis

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

Category: #Mid-Cap Value
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A.I.Advisor
published Highlights

Notable companies

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

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 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.

Market Cap

The average market capitalization across the LSV US Managed Volatility Investor MF is 179.2B. The market cap for tickers in the group ranges from 7.99B to 328.38B. CSCO holds the highest valuation in this group at 328.38B. The lowest valued company is DOX at 7.99B.

Volume

The average weekly volume growth across all stocks in the LSV US Managed Volatility Investor MF was 32%. For the same stocks of the MF, the average monthly volume growth was 96% and the average quarterly volume growth was 86%

Fundamental Analysis Ratings

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

Valuation Rating: 26
P/E Growth Rating: 66
Price Growth Rating: 30
SMR Rating: 38
Profit Risk Rating: 42
Seasonality Score: 4 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category MidCapValue

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

Correlation & Price change

A.I.dvisor indicates that over the last year, LVAMX has been closely correlated with JVMSX. These tickers have moved in lockstep 81% of the time. This A.I.-generated data suggests there is a high statistical probability that if LVAMX jumps, then JVMSX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To LVAMX
1D Price
Change %
LVAMX100%
-0.30%
JVMSX - LVAMX
81%
Closely correlated
+0.35%
FFFMX - LVAMX
67%
Closely correlated
-0.16%
FFMMX - LVAMX
66%
Loosely correlated
-0.15%
RWMHX - LVAMX
55%
Loosely correlated
-0.63%
FWWMX - LVAMX
55%
Loosely correlated
-0.65%
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