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BVSIX
Mutual Fund ticker: NASDAQ
AS OF
Dec 20 closing price
Price
$16.90
Change
+$0.18 (+1.08%)
Net Assets
8.58M

BVSIX Baywood Socially Responsible Instl Forecast, Technical & Fundamental Analysis

Category LargeValue
A.I.Advisor
published Highlights

Notable companies

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

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 66.21B. The market cap for tickers in the group ranges from 3.37B to 206.53B. IBM holds the highest valuation in this group at 206.53B. 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 178%. For the same stocks of the MF, the average monthly volume growth was 162% and the average quarterly volume growth was 7%

Fundamental Analysis Ratings

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

Valuation Rating: 49
P/E Growth Rating: 43
Price Growth Rating: 44
SMR Rating: 47
Profit Risk Rating: 36
Seasonality Score: 18 (-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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BVSIX and MutualFunds

Correlation & Price change

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To BVSIX
1D Price
Change %
BVSIX100%
+1.08%
VIVIX - BVSIX
87%
Closely correlated
+1.17%
VIVAX - BVSIX
87%
Closely correlated
+1.17%
VVIAX - BVSIX
87%
Closely correlated
+1.19%
RMFEX - BVSIX
86%
Closely correlated
+1.03%
FFMMX - BVSIX
86%
Closely correlated
+1.00%
More