Focused Large Cap Value Investor Class (ALVIX) Research

This investment vehicle is designed to deliver significant long-term capital appreciation. The production of current income is a secondary consideration, not its primary focus.

Market snapshot

Symbol
ALVIX
Price
$11.10
Day change
+0.18%
Market cap
$2.9B
52-week range
10.37-11.67
Sector
Financial Services
Industry
Asset Management

Peer companies

  • American Beacon Large Cap Value R5 (AADEX)
  • American Century One Choice in Retirement Portfolio Investor Class (ARTOX)
  • Baron Real Estate Fd Insti Shs (BREIX)
  • Goldman Sachs High Yield Instl (GSHIX)
  • Transamerica Capital Growth A (IALAX)
  • George Putnam Balanced Class A (PGEOX)
  • Putnam Small Cap Growth Class A (PNSAX)
  • Schwab Capital Trust - Schwab U.S. Mid-Cap Index Fund (SWMCX)

Open Focused Large Cap Value Investor Class (ALVIX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.