MENU

BSCAX Brandes Small Cap Value A Forecast, Technical & Fundamental Analysis

Category SmallValue
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Elanco Animal Health (NYSE:ELAN).

Industry description

The investment seeks long term capital appreciation. Under normal market conditions, the fund invests at least 80% of its net assets measured at the time of purchase in equity securities of companies with small market capitalizations. The fund may invest up to 10% of its total assets, measured at the time of purchase, in securities of companies located outside of the United States.

Market Cap

The average market capitalization across the Brandes Small Cap Value A MF is 2.28B. The market cap for tickers in the group ranges from 259.85M to 7.87B. ELAN holds the highest valuation in this group at 7.87B. The lowest valued company is PKE at 259.85M.

Volume

The average weekly volume growth across all stocks in the Brandes Small Cap Value A MF was -12%. For the same stocks of the MF, the average monthly volume growth was 1% and the average quarterly volume growth was 22%

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: 69
Price Growth Rating: 54
SMR Rating: 85
Profit Risk Rating: 68
Seasonality Score: 37 (-100 ... +100)
View a ticker or compare two or three
Ad is loading...
A.I. Advisor
published General Information

General Information

Category SmallValue

Profile
Fundamentals
Details
Category
Small Value
Address
Brandes Investment Partners, L.P.11988 El Camino RealSan Diego
Phone
N/A
Web
www.brandesinstitutionalfunds.com
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
KNGLX12.410.07
+0.57%
Vest S&P500 Div Aristocrats Trgt Inc Inv
IGFSX14.82N/A
N/A
VY® Morgan Stanley Global Franchise S2
RGBCX37.70N/A
N/A
American Funds Global Balanced R3
TESGX9.10-0.01
-0.11%
Templeton Global Smaller Comp C
TGVRX26.89-0.32
-1.18%
Thornburg International Equity R3

BSCAX and MutualFunds

Correlation & Price change

A.I.dvisor tells us that BSCAX and WCMFX have been poorly correlated (+27% of the time) for the last year. This A.I.-generated data suggests there is low statistical probability that BSCAX and WCMFX's prices will move in lockstep.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To BSCAX
1D Price
Change %
BSCAX100%
N/A
WCMFX - BSCAX
27%
Poorly correlated
+1.26%
WCMJX - BSCAX
27%
Poorly correlated
+1.27%
DFSVX - BSCAX
14%
Poorly correlated
+1.74%
VISVX - BSCAX
14%
Poorly correlated
+1.22%
DFFVX - BSCAX
14%
Poorly correlated
+1.63%
More