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BISMX Brandes International Small Cap Equity I Forecast, Technical & Fundamental Analysis

A.I.Advisor
published Highlights

Industry description

The investment seeks long term capital appreciation. The fund invests at least 80% of its net assets measured at the time of purchase in equity securities of small market capitalization companies located in at least three countries outside the United States. The fund manager considers a company to be a small capitalization company if it has a market capitalization of $5 billion or less at the time of purchase. The fund may invest up to 30% of its total assets, measured at the time of purchase, in securities of companies located in emerging markets (including frontier markets).

Market Cap

The average market capitalization across the Brandes International Small Cap Equity I MF is 1.89B. The market cap for tickers in the group ranges from 130.98M to 5.48B. GRFS holds the highest valuation in this group at 5.48B. The lowest valued company is CCR at 130.98M.

Volume

The average weekly volume growth across all stocks in the Brandes International Small Cap Equity I MF was -63%. For the same stocks of the MF, the average monthly volume growth was -84% and the average quarterly volume growth was -27%

Fundamental Analysis Ratings

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

Valuation Rating: 49
P/E Growth Rating: 48
Price Growth Rating: 56
SMR Rating: 59
Profit Risk Rating: 78
Seasonality Score: -5 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category ForeignSmallMidValue

Profile
Fundamentals
Details
Category
Foreign Small/Mid Value
Address
Brandes Investment Partners, L.P.11988 El Camino RealSan Diego
Phone
N/A
Web
www.brandesinstitutionalfunds.com
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BISMX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, BISMX has been closely correlated with FMNEX. These tickers have moved in lockstep 82% of the time. This A.I.-generated data suggests there is a high statistical probability that if BISMX jumps, then FMNEX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To BISMX
1D Price
Change %
BISMX100%
N/A
FMNEX - BISMX
82%
Closely correlated
N/A
KGGIX - BISMX
52%
Loosely correlated
N/A
KGGAX - BISMX
51%
Loosely correlated
N/A
DFVQX - BISMX
28%
Poorly correlated
-0.88%
DISVX - BISMX
26%
Poorly correlated
-0.91%