Lsv Managed Financials
| LVAMX Fund | USD 12.58 0.10 0.80% |
Lsv |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Lsv Managed Fund Summary
Lsv Managed competes with Edgar Lomax, Aqr Large, Cohen Steers, Amg River, and Large Cap. Under normal circumstances, the fund invests at least 80 percent 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.Specialization | Large Value, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Advisors Inner Circle |
| Mutual Fund Family | LSV Fund |
| Mutual Fund Category | Large Value |
| Benchmark | Dow Jones Industrial |
| Phone | 888 386 3578 |
| Currency | USD - US Dollar |
Lsv Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Lsv Managed's current stock value. Our valuation model uses many indicators to compare Lsv Managed value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Lsv Managed competition to find correlations between indicators driving Lsv Managed's intrinsic value. More Info.Lsv Managed Volatility is number one fund in price to earning among similar funds. It also is number one fund in price to book among similar funds fabricating about 0.13 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Lsv Managed Volatility is roughly 7.75 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Lsv Managed's earnings, one of the primary drivers of an investment's value.Lsv Managed Volatility Systematic Risk
Lsv Managed's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Lsv Managed volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was twelve with a total number of output elements of fourty-nine. The Beta measures systematic risk based on how returns on Lsv Managed Volatility correlated with the market. If Beta is less than 0 Lsv Managed generally moves in the opposite direction as compared to the market. If Lsv Managed Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Lsv Managed Volatility is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Lsv Managed is generally in the same direction as the market. If Beta > 1 Lsv Managed moves generally in the same direction as, but more than the movement of the benchmark.
Lsv Managed November 25, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Lsv Managed help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Lsv Managed Volatility. We use our internally-developed statistical techniques to arrive at the intrinsic value of Lsv Managed Volatility based on widely used predictive technical indicators. In general, we focus on analyzing Lsv Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Lsv Managed's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.5099 | |||
| Information Ratio | (0.03) | |||
| Maximum Drawdown | 2.77 | |||
| Value At Risk | (0.75) | |||
| Potential Upside | 1.08 |
Other Information on Investing in Lsv Mutual Fund
Lsv Managed financial ratios help investors to determine whether Lsv Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Lsv with respect to the benefits of owning Lsv Managed security.
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