BVEFX Becker Value Equity Retail Forecast, Technical & Fundamental Analysis

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 553.86B. The market cap for tickers in the group ranges from 18.21B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is PHG at 18.21B.

Volume

The average weekly volume growth across all stocks in the Becker Value Equity Retail MF was 3%. For the same stocks of the MF, the average monthly volume growth was 21% and the average quarterly volume growth was 31%

Fundamental Analysis Ratings

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

Valuation Rating: 45

P/E Growth Rating: 47

Price Growth Rating: 43

SMR Rating: 41

Profit Risk Rating: 47

Seasonality Score: -18 (-100 ... +100)

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A.I. Advisor

published General Information

General Information

Category LargeValue

Profile

Fundamentals

Details

	1 Day
UPGR	19.64	0.02	+0.12%
Xtrackers US Green Infras Sel Eq ETF
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SPDR® DoubleLine Shrt Dur Ttl RetTactETF
EMHY	37.30	-0.02	-0.05%
iShares J.P. Morgan EM High Yld Bd ETF
IVLU	28.03	-0.13	-0.46%
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GSFP	30.81	-0.39	-1.25%
Goldman Sachs Future Planet Equity ETF

BVEFX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, BVEFX has been closely correlated with FFMMX. These tickers have moved in lockstep 80% of the time. This A.I.-generated data suggests there is a high statistical probability that if BVEFX jumps, then FFMMX could also see price increases.

Ticker / NAME	Correlation To BVEFX	1D Price Change %
BVEFX	100%	+0.45%
FFMMX - BVEFX	80% Closely correlated	+0.27%
FFFMX - BVEFX	80% Closely correlated	+0.27%
VVIAX - BVEFX	61% Loosely correlated	+0.27%
VIVIX - BVEFX	61% Loosely correlated	+0.27%
VIVAX - BVEFX	61% Loosely correlated	+0.27%
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