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BVSIX
Mutual Fund ticker: NASDAQ
AS OF
Apr 24 closing price
Price
$16.37
Change
+$0.20 (+1.24%)
Net Assets
18.1M

BVSIX price forecast, quote, news & analysis

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

Category: #Large Value
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published Highlights

Notable companies

The most notable companies in this group are International Business Machines Corp (NYSE:IBM), American Express Company (NYSE:AXP), American International Group (NYSE:AIG), NXP Semiconductors NV (NASDAQ:NXPI).

Industry description

The investment seeks long-term capital growth. Under normal circumstances, at least 80% of the fund's net assets (plus any borrowings for investment purposes) consist of common stocks of issuers that meet certain socially responsible criteria. The fund seeks to avoid investing in any issuer that derives more than 5% of its total revenue from tobacco, alcohol, gambling, abortion or weaponry (whether sold to consumers or the military), or that is involved in nuclear power.

Market Cap

The average market capitalization across the Baywood Socially Responsible Instl MF is 67.54B. The market cap for tickers in the group ranges from 3.37B to 212.65B. IBM holds the highest valuation in this group at 212.65B. The lowest valued company is KTB at 3.37B.

Volume

The average weekly volume growth across all stocks in the Baywood Socially Responsible Instl MF was 9%. For the same stocks of the MF, the average monthly volume growth was 31% and the average quarterly volume growth was 22%

Fundamental Analysis Ratings

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

Valuation Rating: 39
P/E Growth Rating: 39
Price Growth Rating: 58
SMR Rating: 50
Profit Risk Rating: 38
Seasonality Score: -7 (-100 ... +100)
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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