Lsv Conservative Financials
| LVAVX Fund | USD 13.51 0.05 0.37% |
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 Conservative Fund Summary
Lsv Conservative competes with Gold And, Global Gold, Global Gold, Franklin Gold, and Fidelity Advisor. Under normal circumstances, the fund invests at least 80 percent 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.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 Conservative Key Financial Ratios
Lsv Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Lsv Conservative's current stock value. Our valuation model uses many indicators to compare Lsv Conservative value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Lsv Conservative competition to find correlations between indicators driving Lsv Conservative's intrinsic value. More Info.Lsv Servative Value is number one fund in annual yield among similar funds. It also is number one fund in year to date return among similar funds creating about 83.94 of Year To Date Return per Annual Yield. 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 Conservative's earnings, one of the primary drivers of an investment's value.Lsv Servative Value Systematic Risk
Lsv Conservative's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Lsv Conservative 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-four with a total number of output elements of thirty-seven. The Beta measures systematic risk based on how returns on Lsv Servative Value correlated with the market. If Beta is less than 0 Lsv Conservative generally moves in the opposite direction as compared to the market. If Lsv Conservative Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Lsv Servative Value is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Lsv Conservative is generally in the same direction as the market. If Beta > 1 Lsv Conservative moves generally in the same direction as, but more than the movement of the benchmark.
Lsv Conservative March 23, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Lsv Conservative help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Lsv Servative Value. We use our internally-developed statistical techniques to arrive at the intrinsic value of Lsv Servative Value 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 Conservative's daily price indicators and compare them against related drivers.
| Information Ratio | (0.08) | |||
| Maximum Drawdown | 11.69 | |||
| Value At Risk | (1.62) | |||
| Potential Upside | 1.16 |
Other Information on Investing in Lsv Mutual Fund
Lsv Conservative 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 Conservative security.
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