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BCAMX Boston Common ESG Impact US Equity Forecast, Technical & Fundamental Analysis

Category LargeBlend
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Alphabet (NASDAQ:GOOG), Broadcom Inc. (NASDAQ:AVGO), VISA (NYSE:V), Costco Wholesale Corp (NASDAQ:COST), Merck & Co (NYSE:MRK), Adobe (NASDAQ:ADBE), Intuit (NASDAQ:INTU), TJX Companies (NYSE:TJX).

Industry description

The investment seeks long-term capital appreciation. The Adviser seeks to preserve and build capital over the long term through investing in a diversified portfolio of stocks and American Depositary Receipts ("ADRs") of companies the adviser believe are high quality (lower debt/total capital, earnings stability and stable cash flow), sustainable and undervalued. The fund normally invests at least 80% of its net assets, plus borrowings for investment purposes, in equity securities of U.S. companies.

Market Cap

The average market capitalization across the Boston Common ESG Impact US Equity MF is 1.03T. The market cap for tickers in the group ranges from 113.63B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is TJX at 113.63B.

Volume

The average weekly volume growth across all stocks in the Boston Common ESG Impact US Equity MF was -16%. For the same stocks of the MF, the average monthly volume growth was 4% and the average quarterly volume growth was 30%

Fundamental Analysis Ratings

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

Valuation Rating: 71
P/E Growth Rating: 60
Price Growth Rating: 41
SMR Rating: 34
Profit Risk Rating: 19
Seasonality Score: 23 (-100 ... +100)
View a ticker or compare two or three
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A.I. Advisor
published General Information

General Information

Category LargeBlend

Profile
Fundamentals
Details
Category
Large Blend
Address
PROFESSIONALLY MANAGED PORT(Boston)MK-WI-T4MILWAUKEE
Phone
414-765-5348
Web
www.bostoncommonfunds.com
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
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1 Day
MFs / NAMEPrice $Chg $Chg %
HMVRX20.080.16
+0.80%
Hartford MidCap Value R3
LADIX25.980.16
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ClearBridge Tactical Dividend Income I
CMLAX59.780.36
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American Funds American Mutual 529A
GSPQX18.040.05
+0.28%
Goldman Sachs US Eq Div and Premium C
TGVOX32.51N/A
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TCW Relative Value Mid Cap I

BCAMX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, BCAMX has been closely correlated with VFFSX. These tickers have moved in lockstep 97% of the time. This A.I.-generated data suggests there is a high statistical probability that if BCAMX jumps, then VFFSX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To BCAMX
1D Price
Change %
BCAMX100%
+0.24%
VFFSX - BCAMX
97%
Closely correlated
+0.35%
VSMPX - BCAMX
96%
Closely correlated
+0.53%
VSTSX - BCAMX
96%
Closely correlated
+0.54%
FXAIX - BCAMX
95%
Closely correlated
+0.35%
VFINX - BCAMX
91%
Closely correlated
+0.35%
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