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BOGIX
Mutual Fund ticker: NASDAQ
AS OF
Dec 18 closing price
Price
$31.48
Change
-$1.40 (-4.26%)
Net Assets
127.54M

BOGIX SGI Small Cap Core Fund I Shares Forecast, Technical & Fundamental Analysis

Category SmallBlend
A.I.Advisor
published Highlights

Industry description

The investment seeks to provide long-term capital appreciation. The fund seeks to achieve its objective by investing under normal circumstances at least 80% of the net assets of the portfolio (including borrowings for investment purposes) in the stocks of U.S. companies with market capitalizations, at the time of purchase, that are within the trailing twelve-month range of the market capitalizations of those companies that are included in the Russell 2000® Index ("Small Cap Stocks"). As part of its investment strategy, the Adviser will continue to invest in Small Cap Stocks that the adviser believes will appreciate more than the index.

Market Cap

The average market capitalization across the SGI Small Cap Core Fund I Shares MF is 4.07B. The market cap for tickers in the group ranges from 1.03B to 9.3B. EXP holds the highest valuation in this group at 9.3B. The lowest valued company is BZH at 1.03B.

Volume

The average weekly volume growth across all stocks in the SGI Small Cap Core Fund I Shares MF was 9%. For the same stocks of the MF, the average monthly volume growth was 3% 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: 52
P/E Growth Rating: 34
Price Growth Rating: 49
SMR Rating: 47
Profit Risk Rating: 11
Seasonality Score: 8 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallBlend

Profile
Fundamentals
Details
Category
Small Blend
Address
RBB Fund Inc (Summit)Bellevue Park Corporate Center, 103 Bellevue ParkwayWilmington
Phone
(302) 791-1851
Web
www.summitglobalinvestments.com
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BOGIX and MutualFunds

Correlation & Price change

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To BOGIX
1D Price
Change %
BOGIX100%
-1.35%
FSSNX - BOGIX
97%
Closely correlated
-1.18%
NAESX - BOGIX
96%
Closely correlated
-1.13%
VSMAX - BOGIX
96%
Closely correlated
-1.13%
VSCPX - BOGIX
96%
Closely correlated
-1.13%
VSCIX - BOGIX
96%
Closely correlated
-1.13%
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