BVSIX Baywood Socially Responsible Instl Forecast, Technical & Fundamental Analysis

The most notable companies in this group are Merck & Co (NYSE:MRK), American Express Company (NYSE:AXP), NXP Semiconductors NV (NASDAQ:NXPI), American International Group (NYSE:AIG).

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.

The average market capitalization across the Baywood Socially Responsible Instl MF is 70.71B. The market cap for tickers in the group ranges from 2.41B to 632.33B. BRK.B holds the highest valuation in this group at 632.33B. The lowest valued company is KTB at 2.41B.

The average weekly volume growth across all stocks in the Baywood Socially Responsible Instl MF was -54%. For the same stocks of the MF, the average monthly volume growth was 3% and the average quarterly volume growth was -5%