Lsv Small Financials
| LSVQX Fund | USD 18.49 0.09 0.48% |
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 Small Fund Summary
Lsv Small competes with Lsv Global, Lsv Global, Lsv Value, Lsv Us, and Lsv Small. Under normal circumstances, the fund invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in equity securities of small-capitalization companies. For purposes of this policy, a small-capitalization company is a company with a market capitalization of less than 2.5 billion, or the highest market capitalization in the Russell 2000 Value Index, whichever is greater, at the time of initial purchase.Specialization | Small Value, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US00769G5356 |
| Business Address | Advisors Inner Circle |
| Mutual Fund Family | LSV Fund |
| Mutual Fund Category | Small Value |
| Benchmark | Dow Jones Industrial |
| Phone | 888 386 3578 |
| Currency | USD - US Dollar |
Lsv Small Key Financial Ratios
Lsv Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Lsv Small's current stock value. Our valuation model uses many indicators to compare Lsv Small value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Lsv Small competition to find correlations between indicators driving Lsv Small's intrinsic value. More Info.Lsv Small Cap is rated fourth overall fund in price to earning among similar funds. It also is rated fourth overall fund in price to book among similar funds fabricating about 0.10 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Lsv Small Cap is roughly 10.22 . 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 Small's earnings, one of the primary drivers of an investment's value.Lsv Small Cap Systematic Risk
Lsv Small's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Lsv Small 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 twenty with a total number of output elements of fourty-one. The Beta measures systematic risk based on how returns on Lsv Small Cap correlated with the market. If Beta is less than 0 Lsv Small generally moves in the opposite direction as compared to the market. If Lsv Small Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Lsv Small Cap is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Lsv Small is generally in the same direction as the market. If Beta > 1 Lsv Small moves generally in the same direction as, but more than the movement of the benchmark.
Lsv Small January 10, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Lsv Small help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Lsv Small Cap. We use our internally-developed statistical techniques to arrive at the intrinsic value of Lsv Small Cap 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 Small's daily price indicators and compare them against related drivers.
| Information Ratio | (0.05) | |||
| Maximum Drawdown | 9.85 | |||
| Value At Risk | (1.97) | |||
| Potential Upside | 1.66 |
Other Information on Investing in Lsv Mutual Fund
Lsv Small 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 Small security.
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