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BSCVX
Mutual Fund ticker: NASDAQ
AS OF
Mar 1 closing price
Price
$11.34
Change
-$0.00 (-0.00%)
Net Assets
39.65M

BSCVX Bernzott US Small Cap Value Forecast, Technical & Fundamental Analysis

Category SmallBlend
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Chord Energy Corp (NASDAQ:CHRD).

Industry description

The investment seeks long-term capital appreciation. Under normal circumstances, the fund will invest at least 80% of its net assets (including amounts borrowed for investment purposes) in common stock of small capitalization companies that are organized in the United States and the securities of which are principally traded on a major U.S. exchange. It will generally hold between 25 and 35 positions. In addition, the fund may invest in exchange-traded funds ("ETFs"), which are pooled investment vehicles that generally seek to track the performance of specific indices and are traded on exchanges.

Market Cap

The average market capitalization across the Bernzott US Small Cap Value MF is 3.74B. The market cap for tickers in the group ranges from 2.29B to 7.44B. EHC holds the highest valuation in this group at 7.44B. The lowest valued company is GVA at 2.29B.

Volume

The average weekly volume growth across all stocks in the Bernzott US Small Cap Value MF was 6%. For the same stocks of the MF, the average monthly volume growth was 3% and the average quarterly volume growth was 332%

Fundamental Analysis Ratings

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

Valuation Rating: 61
P/E Growth Rating: 50
Price Growth Rating: 49
SMR Rating: 62
Profit Risk Rating: 59
Seasonality Score: 13 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallBlend

Profile
Fundamentals
Details
Category
Small Blend
Address
Investment Managers Series Tr(Bernzott)803 W. MICHIGAN ST.MILWAUKEE
Phone
626-914-4141
Web
www.Bcafunds.com
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BSCVX and

Correlation & Price change

A.I.dvisor indicates that over the last year, BSCVX has been closely correlated with FSSNX. These tickers have moved in lockstep 91% of the time. This A.I.-generated data suggests there is a high statistical probability that if BSCVX jumps, then FSSNX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To BSCVX
1D Price
Change %
BSCVX100%
+0.53%
FSSNX - BSCVX
91%
Closely correlated
+1.06%
VSCIX - BSCVX
84%
Closely correlated
+0.74%
VSCPX - BSCVX
84%
Closely correlated
+0.74%
VSMAX - BSCVX
84%
Closely correlated
+0.73%
NAESX - BSCVX
83%
Closely correlated
+0.73%
More