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BSVIX Baird Equity Opportunity Institutional Forecast, Technical & Fundamental Analysis

Category SmallBlend
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Universal Display Corp (NASDAQ:OLED).

Industry description

The investment seeks to provide long-term capital appreciation. The fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities. Although it invests principally in U.S. companies, the fund may invest up to 15% of its total assets in equity securities of foreign companies. Equity securities in which the fund may invest include common stocks, preferred stocks, American Depositary Receipts (“ADRs”) or other depositary shares or receipts, rights, warrants, exchange-traded funds (“ETFs”), and options whose reference asset is an equity security or equity securities index. The fund is non-diversified.

Market Cap

The average market capitalization across the Baird Equity Opportunity Institutional MF is 10.29B. The market cap for tickers in the group ranges from 1.49B to 34.09B. GPN holds the highest valuation in this group at 34.09B. The lowest valued company is CDRE at 1.49B.

Volume

The average weekly volume growth across all stocks in the Baird Equity Opportunity Institutional MF was -10%. For the same stocks of the MF, the average monthly volume growth was 15% and the average quarterly volume growth was 4%

Fundamental Analysis Ratings

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

Valuation Rating: 66
P/E Growth Rating: 64
Price Growth Rating: 43
SMR Rating: 74
Profit Risk Rating: 81
Seasonality Score: -3 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallBlend

Profile
Fundamentals
Details
Category
Small Blend
Address
Baird Funds Inc777 East Wisconsin AvenueMilwaukee
Phone
N/A
Web
www.bairdfunds.com
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BSVIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, BSVIX has been closely correlated with FSSNX. These tickers have moved in lockstep 90% of the time. This A.I.-generated data suggests there is a high statistical probability that if BSVIX jumps, then FSSNX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To BSVIX
1D Price
Change %
BSVIX100%
+1.27%
FSSNX - BSVIX
90%
Closely correlated
+1.25%
VSCPX - BSVIX
87%
Closely correlated
+1.02%
VSMAX - BSVIX
86%
Closely correlated
+1.03%
NAESX - BSVIX
86%
Closely correlated
+1.02%
VSCIX - BSVIX
86%
Closely correlated
+1.02%