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BASVX Brown Advisory Sustainable Val Inst Forecast, Technical & Fundamental Analysis

Category LargeValue
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Bank of America Corp (NYSE:BAC), Comcast Corp (NASDAQ:CMCSA).

Industry description

The investment seeks to achieve long-term capital appreciation. Under normal conditions, The adviser seeks to achieve the fund’s investment objective by investing at least 80% of the value of its net assets (plus any borrowings for investment purposes) in equity securities that satisfy the fund’s sustainable investment criteria. The fund invests primarily in securities of large market capitalization companies. Large market capitalization companies are, according to the adviser, those companies with market capitalizations generally greater than $3 billion at the time of purchase.

Market Cap

The average market capitalization across the Brown Advisory Sustainable Val Inst MF is 125.6B. The market cap for tickers in the group ranges from 44.25B to 299.21B. BAC holds the highest valuation in this group at 299.21B. The lowest valued company is FERG at 44.25B.

Volume

The average weekly volume growth across all stocks in the Brown Advisory Sustainable Val Inst MF was -8%. For the same stocks of the MF, the average monthly volume growth was 9% and the average quarterly volume growth was 31%

Fundamental Analysis Ratings

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

Valuation Rating: 55
P/E Growth Rating: 40
Price Growth Rating: 32
SMR Rating: 56
Profit Risk Rating: 38
Seasonality Score: 37 (-100 ... +100)
View a ticker or compare two or three
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A.I. Advisor
published General Information

General Information

Category LargeValue

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

Correlation & Price change

A.I.dvisor indicates that over the last year, BASVX has been closely correlated with RMFEX. These tickers have moved in lockstep 87% of the time. This A.I.-generated data suggests there is a high statistical probability that if BASVX jumps, then RMFEX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To BASVX
1D Price
Change %
BASVX100%
-0.81%
RMFEX - BASVX
87%
Closely correlated
-0.86%
RMFCX - BASVX
87%
Closely correlated
-0.85%
RMEBX - BASVX
87%
Closely correlated
-0.88%
VIVAX - BASVX
85%
Closely correlated
-0.38%
VVIAX - BASVX
85%
Closely correlated
-0.39%
More