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BGVIX
Mutual Fund ticker: NASDAQ
AS OF
Dec 17 closing price
Price
$29.68
Change
-$0.11 (-0.37%)
Net Assets
48.32M

BGVIX Brandes Global Equity I Forecast, Technical & Fundamental Analysis

A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Wells Fargo & Co (NYSE:WFC), McKesson Corp (NYSE:MCK).

Industry description

The investment seeks long term capital appreciation. The fund invests primarily in equity securities of U.S. and foreign companies. The fund typically invests in companies with market capitalizations (market value of publicly traded equity securities) greater than $5 billion at the time of purchase. A foreign company is determined to be "foreign" on the basis of its domicile, its principal place of business, its primary stock exchange listing, and/or the source of its revenues.

Market Cap

The average market capitalization across the Brandes Global Equity I MF is 161.73B. The market cap for tickers in the group ranges from 403.75M to 213.22B. SHEL holds the highest valuation in this group at 213.22B. The lowest valued company is PUB at 403.75M.

Volume

The average weekly volume growth across all stocks in the Brandes Global Equity I MF was 30%. For the same stocks of the MF, the average monthly volume growth was -10% and the average quarterly volume growth was 36%

Fundamental Analysis Ratings

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

Valuation Rating: 59
P/E Growth Rating: 26
Price Growth Rating: 58
SMR Rating: 58
Profit Risk Rating: 38
Seasonality Score: 46 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category ForeignLargeValue

Profile
Fundamentals
Details
Category
Global Large-Stock Value
Address
Brandes Investment Partners, L.P.11988 El Camino RealSan Diego
Phone
N/A
Web
www.brandesinstitutionalfunds.com
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BGVIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, BGVIX has been closely correlated with DGEFX. These tickers have moved in lockstep 86% of the time. This A.I.-generated data suggests there is a high statistical probability that if BGVIX jumps, then DGEFX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To BGVIX
1D Price
Change %
BGVIX100%
N/A
DGEFX - BGVIX
86%
Closely correlated
-0.31%
BIBDX - BGVIX
86%
Closely correlated
-0.65%
PRGEX - BGVIX
84%
Closely correlated
N/A
TEDSX - BGVIX
83%
Closely correlated
-0.67%
DODWX - BGVIX
81%
Closely correlated
-0.74%
More