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BEOIX Barrow Hanley Concentrated EM ESG Opps I Forecast, Technical & Fundamental Analysis

A.I.Advisor
published Highlights

Industry description

The investment seeks long term capital appreciation and consistent income. Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in securities of companies located in emerging market countries and instruments with economic characteristics similar to such securities. The fund may invest in the securities of companies located in China, including A Shares of such companies that trade on the Shanghai Stock Exchange and the Shenzhen Stock Exchange through the Shanghai – Hong Kong and Shenzhen – Hong Kong Stock Connect programs.

Market Cap

The average market capitalization across the Barrow Hanley Concentrated EM ESG Opps I MF is 16.67B. The market cap for tickers in the group ranges from 1.67B to 1.67B. SSW holds the highest valuation in this group at 1.67B. The lowest valued company is SSW at 1.67B.

Volume

The average weekly volume growth across all stocks in the Barrow Hanley Concentrated EM ESG Opps I MF was 57%. For the same stocks of the MF, the average monthly volume growth was 17% and the average quarterly volume growth was -4%

Fundamental Analysis Ratings

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

Valuation Rating: 20
P/E Growth Rating: 33
Price Growth Rating: 50
SMR Rating: 58
Profit Risk Rating: 52
Seasonality Score: -16 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category DiversifiedEmergingMkts

Profile
Fundamentals
Details
Category
Diversified Emerging Mkts
Address
Advisors' Inner Circle Fund IIIOne Freedom Valley DriveOaks
Phone
(800) 932-7781
Web
N/A
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BEOIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, BEOIX has been closely correlated with FNFWX. These tickers have moved in lockstep 73% of the time. This A.I.-generated data suggests there is a high statistical probability that if BEOIX jumps, then FNFWX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To BEOIX
1D Price
Change %
BEOIX100%
N/A
FNFWX - BEOIX
73%
Closely correlated
-0.79%
FWWNX - BEOIX
69%
Closely correlated
-0.79%
RNWEX - BEOIX
68%
Closely correlated
-0.80%
VEIEX - BEOIX
68%
Closely correlated
-0.65%
VEMRX - BEOIX
68%
Closely correlated
-0.68%
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