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LVAVX
Mutual Fund ticker: NASDAQ
AS OF
Aug 15 closing price
Price
$14.35
Change
-$0.06 (-0.42%)
Net Assets
129.83M

LVAVX LSV Conservative 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 JPMorgan Chase & Co (NYSE:JPM), Exxon Mobil Corp (NYSE:XOM), Johnson & Johnson (NYSE:JNJ), Chevron Corp (NYSE:CVX), Cisco Systems (NASDAQ:CSCO), Wells Fargo & Co (NYSE:WFC), Merck & Co (NYSE:MRK), Verizon Communications (NYSE:VZ), Comcast Corp (NASDAQ:CMCSA).

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 Conservative Value Equity Investor MF is 335.9B. The market cap for tickers in the group ranges from 123.5B to 798.78B. JPM holds the highest valuation in this group at 798.78B. The lowest valued company is CMCSA at 123.5B.

Volume

The average weekly volume growth across all stocks in the LSV Conservative Value Equity Investor MF was 34%. For the same stocks of the MF, the average monthly volume growth was 6% and the average quarterly volume growth was 18%

Fundamental Analysis Ratings

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

Valuation Rating: 49
P/E Growth Rating: 53
Price Growth Rating: 36
SMR Rating: 35
Profit Risk Rating: 41
Seasonality Score: -43 (-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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LVAVX and MutualFunds

Correlation & Price change

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To LVAVX
1D Price
Change %
LVAVX100%
-0.42%
VVIAX - LVAVX
81%
Closely correlated
-0.13%
VIVIX - LVAVX
81%
Closely correlated
-0.13%
VIVAX - LVAVX
81%
Closely correlated
-0.13%
DODGX - LVAVX
75%
Closely correlated
+0.11%
DOXGX - LVAVX
75%
Closely correlated
+0.11%
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