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BOSVX Bridgeway Omni Small-Cap Value N Forecast, Technical & Fundamental Analysis

Category SmallValue
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Xerox Holdings Corp (NASDAQ:XRX).

Industry description

The investment seeks to provide long-term total return on capital, primarily through capital appreciation. The fund invests in a broad and diverse group of small-cap stocks that the Adviser determines to be value stocks. It invests 80% of its net assets (plus borrowings for investment purposes) in equity or equity-related securities ("common stocks") of small-cap companies at the time of purchase. The fund primarily invests in small-cap stocks that are listed on the New York Stock Exchange, the NYSE American and NASDAQ.

Market Cap

The average market capitalization across the Bridgeway Omni Small-Cap Value N MF is 2.39B. The market cap for tickers in the group ranges from 1.34B to 3.79B. MHO holds the highest valuation in this group at 3.79B. The lowest valued company is XRX at 1.34B.

Volume

The average weekly volume growth across all stocks in the Bridgeway Omni Small-Cap Value N MF was -10%. For the same stocks of the MF, the average monthly volume growth was 116% and the average quarterly volume growth was 147%

Fundamental Analysis Ratings

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

Valuation Rating: 37
P/E Growth Rating: 56
Price Growth Rating: 54
SMR Rating: 76
Profit Risk Rating: 59
Seasonality Score: -9 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallValue

Profile
Fundamentals
Details
Category
Small Value
Address
Bridgeway Funds Inc5615 Kirby Drive Suite 518Houston
Phone
N/A
Web
www.bridgeway.com
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
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-0.57%
Foremost Lithium Resource & Technology Ltd
FBMS32.77-1.21
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First Bancshares
TRMD35.08-1.36
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TORM plc
BEKE14.37-0.85
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-9.09%
Li-Cycle Holdings Corp

BOSVX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, BOSVX has been closely correlated with DFSVX. These tickers have moved in lockstep 69% of the time. This A.I.-generated data suggests there is a high statistical probability that if BOSVX jumps, then DFSVX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To BOSVX
1D Price
Change %
BOSVX100%
N/A
DFSVX - BOSVX
69%
Closely correlated
-1.36%
DFFVX - BOSVX
66%
Loosely correlated
-1.31%
VSIAX - BOSVX
64%
Loosely correlated
-0.85%
VSIIX - BOSVX
63%
Loosely correlated
-0.87%
VISVX - BOSVX
63%
Loosely correlated
-0.85%
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