MENU

BSCRX Brandes Small Cap Value R6 Forecast, Technical & Fundamental Analysis

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

Category: #Small Value
Interact to see
Advertisement
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are The Campbell's Company (NASDAQ:CPB).

Industry description

The investment seeks long term capital appreciation. The fund will invest at least 80% of its net assets in securities of value companies with small market capitalizations. The adviser considers a company to be a small capitalization company if it has a market capitalization of $10 billion or less. It may invest up to 10% of its total assets, measured at the time of purchase, in corporate fixed-income securities.

Market Cap

The average market capitalization across the Brandes Small Cap Value R6 MF is 3.88B. The market cap for tickers in the group ranges from 375.39M to 9.23B. MHK holds the highest valuation in this group at 9.23B. The lowest valued company is ORN at 375.39M.

Volume

The average weekly volume growth across all stocks in the Brandes Small Cap Value R6 MF was 9%. For the same stocks of the MF, the average monthly volume growth was -0% 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: 58
P/E Growth Rating: 48
Price Growth Rating: 47
SMR Rating: 74
Profit Risk Rating: 68
Seasonality Score: -28 (-100 ... +100)
View a ticker or compare two or three
Interact to see
Advertisement
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
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
AIIEX23.510.25
+1.07%
Invesco EQV International Equity A
SMYSX32.370.24
+0.75%
Franklin Global Equity IS
WGGNX7.030.04
+0.57%
William Blair Global Leaders N
ARTIX34.250.02
+0.06%
Artisan International Investor
FIFQX26.12N/A
N/A
Fidelity Advisor Founders C

BSCRX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, BSCRX has been closely correlated with SSGSX. These tickers have moved in lockstep 84% of the time. This A.I.-generated data suggests there is a high statistical probability that if BSCRX jumps, then SSGSX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To BSCRX
1D Price
Change %
BSCRX100%
+0.83%
SSGSX - BSCRX
84%
Closely correlated
+0.64%
ASVRX - BSCRX
81%
Closely correlated
+0.86%
UBVVX - BSCRX
80%
Closely correlated
+0.62%
VSCAX - BSCRX
79%
Closely correlated
+0.88%
VSIIX - BSCRX
42%
Loosely correlated
+0.72%
More