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BVALX
Mutual Fund ticker: NASDAQ
AS OF
Dec 18 closing price
Price
$14.89
Change
-$0.38 (-2.49%)
Net Assets
1.99B

BVALX Brown Advisory BeutelGoodmanLg-CpValInst Forecast, Technical & Fundamental Analysis

Category MidCapValue
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Merck & Co (NYSE:MRK), QUALCOMM (NASDAQ:QCOM), Comcast Corp (NASDAQ:CMCSA), American Express Company (NYSE:AXP), Amgen (NASDAQ:AMGN), NetApp (NASDAQ:NTAP).

Industry description

The investment seeks to achieve capital appreciation. Under normal conditions, the fund seeks to achieve its investment objective by investing at least 80% of the value of its net assets (plus any borrowings for investment purposes) in equity securities of large-cap companies. It seeks to invest in companies at discounts to their business value, which the advisor considers to be the present value of sustainable free cash flow. The fund may invest up to 20% of its net assets in foreign securities. It is non-diversified.

Market Cap

The average market capitalization across the Brown Advisory BeutelGoodmanLg-CpValInst MF is 109.98B. The market cap for tickers in the group ranges from 10.53B to 331.75B. MRK holds the highest valuation in this group at 331.75B. The lowest valued company is DOX at 10.53B.

Volume

The average weekly volume growth across all stocks in the Brown Advisory BeutelGoodmanLg-CpValInst MF was -16%. For the same stocks of the MF, the average monthly volume growth was -16% and the average quarterly volume growth was -13%

Fundamental Analysis Ratings

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

Valuation Rating: 39
P/E Growth Rating: 53
Price Growth Rating: 47
SMR Rating: 34
Profit Risk Rating: 32
Seasonality Score: 45 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category MidCapValue

Profile
Fundamentals
Details
Category
Mid-Cap Value
Address
Brown Advisory Incorporated901 S. Bond Street Suite 400Baltimore
Phone
+1 8005406807
Web
www.brownadvisoryfunds.com
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BVALX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, BVALX has been closely correlated with MVCAX. These tickers have moved in lockstep 92% of the time. This A.I.-generated data suggests there is a high statistical probability that if BVALX jumps, then MVCAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To BVALX
1D Price
Change %
BVALX100%
-0.72%
MVCAX - BVALX
92%
Closely correlated
-1.04%
JVMAX - BVALX
89%
Closely correlated
-1.18%
VMVAX - BVALX
88%
Closely correlated
-0.80%
VMVIX - BVALX
88%
Closely correlated
-0.80%
VVIAX - BVALX
85%
Closely correlated
-0.60%
More