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BSCMX Brandes Small Cap Value I Forecast, Technical & Fundamental Analysis

The investment seeks long term capital appreciation... Show more

Category: #Small Value
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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 will invest at least 80% of its net assets measured at the time of purchase in securities of companies with small market capitalizations. The fund managers consider a company to be a small capitalization company if it has a market capitalization of $10 billion or less at the time of purchase.

Market Cap

The average market capitalization across the Brandes Small Cap Value I MF is 2.86B. The market cap for tickers in the group ranges from 618.66M to 12.1B. ELAN holds the highest valuation in this group at 12.1B. The lowest valued company is NTGR at 618.66M.

Volume

The average weekly volume growth across all stocks in the Brandes Small Cap Value I MF was 142%. For the same stocks of the MF, the average monthly volume growth was 53% and the average quarterly volume growth was -29%

Fundamental Analysis Ratings

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

Valuation Rating: 68
P/E Growth Rating: 39
Price Growth Rating: 46
SMR Rating: 77
Profit Risk Rating: 61
Seasonality Score: 37 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallValue

Profile
Details
Category
Small Value
Address
Datum One Series Trust333 SOUTH WABASH AVE.
Phone
312-557-4100
Web
N/A
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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%
+0.51%
SSGSX - BSCMX
85%
Closely correlated
+1.56%
ASVRX - BSCMX
82%
Closely correlated
+1.52%
UBVVX - BSCMX
80%
Closely correlated
+0.78%
VSCAX - BSCMX
79%
Closely correlated
+2.24%
VSIAX - BSCMX
30%
Poorly correlated
+0.71%
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Brandes Small Cap Value I (BSCMX) mutual fund Forecast, Price Targets and Analysts Predictions - Tickeron.com