Summit Financial Wealth Advisors LLC Reduces Holdings in Cummins Inc.
| LSVGX Fund | USD 15.51 0.04 0.26% |
Slightly above 62% of Lsv Global's investor base is looking to short. The analysis of overall sentiment of trading Lsv Global Value mutual fund suggests that many investors are alarmed at this time. Lsv Global's investing sentiment can be driven by a variety of factors including economic data, Lsv Global's earnings reports, geopolitical events, and overall market trends.
Lsv |
Summit Financial Wealth Advisors LLC trimmed its position in shares of Cummins Inc. by 0.2 percent in the third quarter, Holdings Channel.com reports. The firm owned 34,189 shares of the companys stock after selling 80 shares during the period. Cummins comprises approximately 2.1 percent of Summit Financial Wealth Advisors LLCs investment portfolio, making
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Lsv Global Fundamental Analysis
We analyze Lsv Global's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Lsv Global using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Lsv Global based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
One Year Return
One Year Return Comparative Analysis
Lsv Global is currently under evaluation in one year return among similar funds. One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
Lsv Global Value Potential Pair-trading
One of the popular trading techniques among algorithmic traders is to use market-neutral strategies where every trade hedges away some risk. Because there are two separate transactions required, even if one position performs unexpectedly, the other equity can make up some of the losses. Below are some of the equities that can be combined with Lsv Global mutual fund to make a market-neutral strategy. Peer analysis of Lsv Global could also be used in its relative valuation, which is a method of valuing Lsv Global by comparing valuation metrics with similar companies.
Peers
Lsv Global Related Equities
| HIIDX | Harbor Diversified | 0.48 | ||||
| ACDOX | American Century | 0.22 | ||||
| QDARX | Aqr Diversified | 0.08 | ||||
| MDSKX | Blackrock | 0.07 | ||||
| LIGFX | Lord Abbett | 0.12 | ||||
| USCAX | Small Cap | 0.20 | ||||
| SIGWX | Sentinel Small | 0.26 |
Other Information on Investing in Lsv Mutual Fund
Lsv Global 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 Global security.
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