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BVEIX Becker Equity Fund Institutional Forecast, Technical & Fundamental Analysis

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

Category: #Large Value
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Alphabet (NASDAQ:GOOGL), Amazon.com (NASDAQ:AMZN), JPMorgan Chase & Co (NYSE:JPM), Charles Schwab Corp (The) (NYSE:SCHW), Southern Company (The) (NYSE:SO).

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 Equity Fund Institutional MF is 851.32B. The market cap for tickers in the group ranges from 27.43B to 4.22T. GOOGL holds the highest valuation in this group at 4.22T. The lowest valued company is FE at 27.43B.

Volume

The average weekly volume growth across all stocks in the Becker Equity Fund Institutional MF was -4%. For the same stocks of the MF, the average monthly volume growth was -28% and the average quarterly volume growth was -67%

Fundamental Analysis Ratings

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

Valuation Rating: 46
P/E Growth Rating: 52
Price Growth Rating: 43
SMR Rating: 43
Profit Risk Rating: 45
Seasonality Score: -35 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeValue

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

Correlation & Price change

A.I.dvisor indicates that over the last year, BVEIX 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 BVEIX jumps, then FFMMX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To BVEIX
1D Price
Change %
BVEIX100%
N/A
FFMMX - BVEIX
80%
Closely correlated
-0.30%
FFFMX - BVEIX
80%
Closely correlated
-0.32%
FWMIX - BVEIX
76%
Closely correlated
-0.37%
AWSHX - BVEIX
73%
Closely correlated
-0.39%
DODGX - BVEIX
73%
Closely correlated
+0.16%
More
Becker Equity Fund Institutional (BVEIX) mutual fund Forecast, Price Targets and Analysts Predictions - Tickeron.com