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BVPIX
Mutual Fund ticker: NASDAQ
AS OF
Feb 14 closing price
Price
$22.78
Change
+$0.07 (+0.31%)
Net Assets
5.08M

BVPIX Baywood ValuePlus Institutional Forecast, Technical & Fundamental Analysis

Category LargeValue
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Merck & Co (NYSE:MRK), International Business Machines Corp (NYSE:IBM), ConocoPhillips (NYSE:COP), AT&T (NYSE:T), NXP Semiconductors NV (NASDAQ:NXPI), Darden Restaurants (NYSE:DRI).

Industry description

The investment seeks to achieve long-term capital appreciation by investing in undervalued equity securities. Under normal conditions, the Advisor seeks to achieve the fund's investment objective by investing at least 80% of its net assets (plus borrowings for investment purposes) in equity securities of large market capitalization companies and instruments that provide exposure to such securities, including common, preferred and convertible stock and sponsored American Depositary Receipts ("ADRs").

Market Cap

The average market capitalization across the Baywood ValuePlus Institutional MF is 112.23B. The market cap for tickers in the group ranges from 3.37B to 331.75B. MRK holds the highest valuation in this group at 331.75B. The lowest valued company is KTB at 3.37B.

Volume

The average weekly volume growth across all stocks in the Baywood ValuePlus Institutional MF was 24%. For the same stocks of the MF, the average monthly volume growth was 7% and the average quarterly volume growth was 66%

Fundamental Analysis Ratings

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

Valuation Rating: 30
P/E Growth Rating: 49
Price Growth Rating: 38
SMR Rating: 47
Profit Risk Rating: 41
Seasonality Score: -55 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeValue

Profile
Fundamentals
Details
Category
Large Value
Address
Forum Funds IIThree Canal Plaza, Suite 600, Portland, MainePortland
Phone
(207) 347-2000
Web
www.foreside.com
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BVPIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, BVPIX has been closely correlated with FFMMX. These tickers have moved in lockstep 87% of the time. This A.I.-generated data suggests there is a high statistical probability that if BVPIX jumps, then FFMMX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To BVPIX
1D Price
Change %
BVPIX100%
+0.31%
FFMMX - BVPIX
87%
Closely correlated
-0.39%
FFFMX - BVPIX
87%
Closely correlated
-0.39%
VIVIX - BVPIX
85%
Closely correlated
N/A
VIVAX - BVPIX
85%
Closely correlated
N/A
VVIAX - BVPIX
85%
Closely correlated
N/A
More