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BPSIX Boston Partners Small Cap Value II I Forecast, Technical & Fundamental Analysis

Category SmallValue
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are SLM Corp (NASDAQ:SLM).

Industry description

The investment seeks to provide long-term growth of capital primarily through investment in equity securities; current income is a secondary objective. The Advisor pursues the fund's objective by investing, under normal circumstances, at least 80% of its net assets (including borrowings for investment purposes) in a diversified portfolio consisting primarily of equity securities, such as common stocks of issuers with small market capitalizations and identified by the Adviser as having value characteristics. It may also invest up to 25% of its total assets in non U.S. dollar-denominated securities.

Market Cap

The average market capitalization across the Boston Partners Small Cap Value II I MF is 4.33B. The market cap for tickers in the group ranges from 1.06B to 7.32B. EVR holds the highest valuation in this group at 7.32B. The lowest valued company is PFBC at 1.06B.

Volume

The average weekly volume growth across all stocks in the Boston Partners Small Cap Value II I MF was -6%. For the same stocks of the MF, the average monthly volume growth was 5% and the average quarterly volume growth was 25%

Fundamental Analysis Ratings

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

Valuation Rating: 62
P/E Growth Rating: 35
Price Growth Rating: 43
SMR Rating: 34
Profit Risk Rating: 27
Seasonality Score: 47 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallValue

Profile
Fundamentals
Details
Category
Small Value
Address
RBB Fund Inc (Robeco)909 Third Avenue, 32nd FloorNew York
Phone
888-261-4073
Web
www.robecoinvest.com
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BPSIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, BPSIX has been closely correlated with DFFVX. These tickers have moved in lockstep 81% of the time. This A.I.-generated data suggests there is a high statistical probability that if BPSIX jumps, then DFFVX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To BPSIX
1D Price
Change %
BPSIX100%
+1.50%
DFFVX - BPSIX
81%
Closely correlated
+1.48%
DFSVX - BPSIX
81%
Closely correlated
+1.47%
VSIIX - BPSIX
79%
Closely correlated
+1.04%
VISVX - BPSIX
79%
Closely correlated
+1.04%
VSIAX - BPSIX
79%
Closely correlated
+1.04%
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