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BSCMX Brandes Small Cap Value I 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. The fund invests primarily in equity securities of U.S. companies with small market capitalizations (market value of publicly traded equity securities). Equity securities include common and preferred stocks, warrants and rights. Under normal market conditions, the fund will invest at least 80% of its net assets measured at the time of purchase in securities of companies with small market capitalizations.

Market Cap

The average market capitalization across the Brandes Small Cap Value I MF is 2.72B. The market cap for tickers in the group ranges from 293.64M to 7.87B. ELAN holds the highest valuation in this group at 7.87B. The lowest valued company is PKE at 293.64M.

Volume

The average weekly volume growth across all stocks in the Brandes Small Cap Value I MF was -53%. For the same stocks of the MF, the average monthly volume growth was -39% and the average quarterly volume growth was -21%

Fundamental Analysis Ratings

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

Valuation Rating: 54
P/E Growth Rating: 68
Price Growth Rating: 49
SMR Rating: 79
Profit Risk Rating: 61
Seasonality Score: 27 (-100 ... +100)
View a ticker or compare two or three
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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
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IBBFX14.12-0.06
-0.42%
Thrivent Balanced Income Plus S
FGFAX36.63-0.29
-0.79%
Federated Hermes International Leaders A
NWHGX17.99-0.15
-0.83%
Nationwide Bailard Cogntv Val R6
VFIAX542.50-7.19
-1.31%
Vanguard 500 Index Admiral
QGIAX27.89-0.41
-1.45%
Pear Tree Quality Institutional

BSCMX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, BSCMX has been closely correlated with SSGSX. These tickers have moved in lockstep 85% of the time. This A.I.-generated data suggests there is a high statistical probability that if BSCMX jumps, then SSGSX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To BSCMX
1D Price
Change %
BSCMX100%
-0.34%
SSGSX - BSCMX
85%
Closely correlated
-1.01%
ASVRX - BSCMX
82%
Closely correlated
-0.71%
VSCAX - BSCMX
79%
Closely correlated
-1.69%
WCMFX - BSCMX
27%
Poorly correlated
-1.19%
WCMJX - BSCMX
27%
Poorly correlated
-1.13%
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