OFVIX O'Shaughnessy Market Leaders Value I Forecast, Technical & Fundamental Analysis

The most notable companies in this group are Booking Holdings (NASDAQ:BKNG), KLA Corp (NASDAQ:KLAC), Comcast Corp (NASDAQ:CMCSA), Altria Group (NYSE:MO), 3M Company (NYSE:MMM), MARATHON PETROLEUM Corp (NYSE:MPC), American International Group (NYSE:AIG).

The investment seeks long-term capital appreciation and current income. Under normal market conditions, the fund invests primarily in a diversified portfolio of common stocks and other equity securities of companies of all sizes, including but not limited to, American Depositary Receipts ("ADRs"), preferred stocks, limited partnerships, and convertible securities. The adviser employs a bottom-up, quantitative, factor-based approach to security selection based on research and analysis of historical data. The adviser may eliminate or substitute factors at its discretion.

The average market capitalization across the O'Shaughnessy Market Leaders Value I MF is 80.18B. The market cap for tickers in the group ranges from 12.65B to 162.69B. BKNG holds the highest valuation in this group at 162.69B. The lowest valued company is BLDR at 12.65B.

The average weekly volume growth across all stocks in the O'Shaughnessy Market Leaders Value I MF was 30%. For the same stocks of the MF, the average monthly volume growth was -20% and the average quarterly volume growth was 85%