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BBVSX Bridge Builder Small/Mid Cap Value Forecast, Technical & Fundamental Analysis

Category MidCapValue
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Royal Caribbean Group (NYSE:RCL), Diamondback Energy (NASDAQ:FANG).

Industry description

The investment seeks to provide capital appreciation. The fund invests, under normal market conditions, at least 80% of its net assets (plus the amount of borrowings for investment purposes) in the securities of small and mid capitalization companies and other instruments, such as certain investment companies, that seek to track the performance of securities of small and mid capitalization companies. It may invest in securities issued by U.S. and foreign entities.

Market Cap

The average market capitalization across the Bridge Builder Small/Mid Cap Value MF is 34.77B. The market cap for tickers in the group ranges from 1.76B to 71.37B. PH holds the highest valuation in this group at 71.37B. The lowest valued company is CSTM at 1.76B.

Volume

The average weekly volume growth across all stocks in the Bridge Builder Small/Mid Cap Value MF was 6%. For the same stocks of the MF, the average monthly volume growth was 21% and the average quarterly volume growth was 29%

Fundamental Analysis Ratings

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

Valuation Rating: 69
P/E Growth Rating: 67
Price Growth Rating: 35
SMR Rating: 62
Profit Risk Rating: 33
Seasonality Score: 41 (-100 ... +100)
View a ticker or compare two or three
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A.I. Advisor
published General Information

General Information

Category MidCapValue

Profile
Fundamentals
Details
Category
Mid-Cap Value
Address
Bridge Builder Trust615 East Michigan StreetMilwaukee
Phone
(414) 287-3700
Web
N/A
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1W
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BBVSX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, BBVSX has been closely correlated with MVCAX. These tickers have moved in lockstep 96% of the time. This A.I.-generated data suggests there is a high statistical probability that if BBVSX jumps, then MVCAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To BBVSX
1D Price
Change %
BBVSX100%
+1.56%
MVCAX - BBVSX
96%
Closely correlated
+1.56%
VMVAX - BBVSX
88%
Closely correlated
+1.35%
VMVIX - BBVSX
88%
Closely correlated
+1.35%
VEVYX - BBVSX
87%
Closely correlated
+1.58%
JVMCX - BBVSX
87%
Closely correlated
+1.32%
More