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BADAX
Mutual Fund ticker: NASDAQ
AS OF
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Price
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Change
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Net Assets
24.87M

BADAX Brown Advisory Equity Income Adv Forecast, Technical & Fundamental Analysis

Category LargeBlend
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Apple (NASDAQ:AAPL), Microsoft Corp (NASDAQ:MSFT), Procter & Gamble Company (NASDAQ:PG), Merck & Co (NASDAQ:MRK), ABBVIE (NASDAQ:ABBV), McDonald's Corp (NASDAQ:MCD).

Industry description

The investment seeks to provide current dividend yield and dividend growth. The fund normally invests at least 80% of the value of its net assets (plus borrowings for investment purposes) in a diversified portfolio of dividend paying equity securities. Equity securities include domestic and foreign common and preferred stock, convertible debt securities, American Depositary Receipts ("ADRs"), Master Limited Partnerships ("MLPs"), real estate investment trusts ("REITs") and exchange traded funds ("ETFs"), and the Adviser may also invest in private placements in these types of securities.

Market Cap

The average market capitalization across the Brown Advisory Equity Income Adv MF is 446.5B. The market cap for tickers in the group ranges from 36.06B to 2.96T. AAPL holds the highest valuation in this group at 2.96T. The lowest valued company is AMP at 36.06B.

Volume

The average weekly volume growth across all stocks in the Brown Advisory Equity Income Adv MF was 6%. For the same stocks of the MF, the average monthly volume growth was -9% and the average quarterly volume growth was 8%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 49
P/E Growth Rating: 55
Price Growth Rating: 40
SMR Rating: 41
Profit Risk Rating: 29
Seasonality Score: -13 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeBlend

Profile
Fundamentals
Details
Category
Large Blend
Address
Brown Advisory Incorporated901 S. Bond Street Suite 400Baltimore
Phone
+1 8005406807
Web
www.brownadvisoryfunds.com
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BADAX and

Correlation & Price change

A.I.dvisor indicates that over the last year, BADAX has been closely correlated with FXAIX. These tickers have moved in lockstep 78% of the time. This A.I.-generated data suggests there is a high statistical probability that if BADAX jumps, then FXAIX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To BADAX
1D Price
Change %
BADAX100%
-0.22%
FXAIX - BADAX
78%
Closely correlated
-0.39%
VFFSX - BADAX
76%
Closely correlated
-0.38%
VFINX - BADAX
76%
Closely correlated
-0.39%
VFIAX - BADAX
75%
Closely correlated
-0.39%
VSTSX - BADAX
74%
Closely correlated
-0.36%
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