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BVOIX
Mutual Fund ticker: NASDAQ
AS OF
Jun 5 closing price
Price
$11.35
Change
-$0.04 (-0.35%)
Net Assets
96.26M

BVOIX Barrow Hanley US Value Opportunities I Forecast, Technical & Fundamental Analysis

The investment seeks to outperform the fund’s benchmark over a full market cycle... 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:GOOG), Broadcom Inc. (NASDAQ:AVGO), Oracle Corp (NYSE:ORCL), QUALCOMM (NASDAQ:QCOM), Pioneer Natural Resource Co (null:PXD).

Industry description

The investment seeks to outperform the fund’s benchmark over a full market cycle. Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in securities issued by U.S. companies. The fund invests primarily in a portfolio of equity securities issued by large, middle, and small capitalization U.S. companies and may also invest in convertible securities, preferred stock, real estate investment trusts (“REITs”) and American Depositary Receipts (“ADRs”).

Market Cap

The average market capitalization across the Barrow Hanley US Value Opportunities I MF is 421.31B. The market cap for tickers in the group ranges from 4.59B to 1.94T. GOOG holds the highest valuation in this group at 1.94T. The lowest valued company is KNF at 4.59B.

Volume

The average weekly volume growth across all stocks in the Barrow Hanley US Value Opportunities I MF was 25%. For the same stocks of the MF, the average monthly volume growth was 48% and the average quarterly volume growth was 21%

Fundamental Analysis Ratings

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

Valuation Rating: 53
P/E Growth Rating: 42
Price Growth Rating: 44
SMR Rating: 39
Profit Risk Rating: 32
Seasonality Score: 4 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeValue

Profile
Fundamentals
Details
Category
Large Value
Address
Advisors' Inner Circle Fund IIIOne Freedom Valley DriveOaks
Phone
(800) 932-7781
Web
N/A
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BVOIX and MutualFunds

Correlation & Price change

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To BVOIX
1D Price
Change %
BVOIX100%
N/A
RMFCX - BVOIX
90%
Closely correlated
N/A
RMFEX - BVOIX
90%
Closely correlated
N/A
RMEBX - BVOIX
90%
Closely correlated
N/A
VVIAX - BVOIX
86%
Closely correlated
N/A
VIVIX - BVOIX
86%
Closely correlated
N/A
More