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BVEFX
Mutual Fund ticker: NASDAQ
AS OF
Aug 28 closing price
Price
$21.94
Change
+$0.01 (+0.05%)
Net Assets
98.1M

BVEFX price forecast, quote, news & analysis

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

Category: #Large Value
A.I.Advisor
published price charts
These past five trading days, the mutual fund lost 0.00%.
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), JPMorgan Chase & Co (NYSE:JPM), Cisco Systems (NASDAQ:CSCO), QUALCOMM (NASDAQ:QCOM).

Industry description

The investment seeks long-term capital appreciation. The fund employs a value strategy and invests primarily in common and preferred stocks whose market prices do not reflect their true values, as determined by the Advisor. The Advisor utilizes a bottom-up approach to stock selection, focusing on company fundamentals. The Advisor typically invests in companies with sound fundamentals that the Advisor believes are selling at discounted valuations and have low price-to-earnings ("P/E") ratios.

Market Cap

The average market capitalization across the Becker Value Equity Retail MF is 678.35B. The market cap for tickers in the group ranges from 26.34B to 3.79T. MSFT holds the highest valuation in this group at 3.79T. The lowest valued company is PHG at 26.34B.

Volume

The average weekly volume growth across all stocks in the Becker Value Equity Retail MF was 11%. For the same stocks of the MF, the average monthly volume growth was -17% and the average quarterly volume growth was -41%

Fundamental Analysis Ratings

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

Valuation Rating: 38
P/E Growth Rating: 100
Price Growth Rating: 41
SMR Rating: 100
Profit Risk Rating: 43
Seasonality Score: -59 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeValue

Profile
Fundamentals
Details
Category
Large Value
Address
Professionally Managed Portfolios615 EAST MICHIGAN STREETMilwaukee
Phone
N/A
Web
N/A