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BMPEX
Mutual Fund ticker: NASDAQ
AS OF
Dec 17 closing price
Price
$27.60
Change
-$0.26 (-0.93%)
Net Assets
80.13M

BMPEX price forecast, quote, news & analysis

Category: @Large Blend
A.I.Advisor
published price charts
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Alphabet (NASDAQ:GOOG).

Industry description

The investment seeks long-term capital appreciation with the preservation of capital. The fund invests primarily in a portfolio of common stocks and securities convertible into or exercisable for common stocks issued by companies of any size, but it may also invest in preferred stocks and fixed, variable and floating rate fixed-income securities such as investment grade notes, bonds and debentures. The fund is non-diversified.

Market Cap

The average market capitalization across the Beck Mack + Oliver Partners MF is 547.41B. The market cap for tickers in the group ranges from 3.55B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is RDNT at 3.55B.

Volume

The average weekly volume growth across all stocks in the Beck Mack + Oliver Partners MF was -23%. For the same stocks of the MF, the average monthly volume growth was 7% and the average quarterly volume growth was 55%

Fundamental Analysis Ratings

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

Valuation Rating: 73
P/E Growth Rating: 60
Price Growth Rating: 39
SMR Rating: 51
Profit Risk Rating: 21
Seasonality Score: -21 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeBlend

Profile
Fundamentals
Details
Category
Large Blend
Address
Forum Funds (Beck Mack & Oliver)P.O. Box 588Portland
Phone
800-943-6786
Web
www.beckmack.com