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BASAX
Mutual Fund ticker: NASDAQ
AS OF
Jan 14 closing price
Price
$18.87
Change
+$0.02 (+0.11%)
Net Assets
637.95M

BASAX Brown Advisory Small-Cap Growth Adv Forecast, Technical & Fundamental Analysis

The investment seeks to achieve long-term capital appreciation by primarily investing in equity securities... Show more

Category: #Small Growth
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A.I.Advisor
published Highlights

Industry description

The investment seeks to achieve long-term capital appreciation by primarily investing in equity securities. Under normal conditions, the Adviser seeks to achieve the fund's investment objective by investing at least 80% of the value of its net assets (plus any borrowings for investment purposes) in equity securities of small domestic companies. The fund invests primarily in companies the Adviser believes have above average growth prospects. Equity securities include domestic common and preferred stock, convertible debt securities, American Depositary Receipts ("ADRs"), real estate investment trusts ("REITs") and exchange traded funds ("ETFs").

Market Cap

The average market capitalization across the Brown Advisory Small-Cap Growth Adv MF is 14.19B. The market cap for tickers in the group ranges from 1.71B to 42.19B. WCN holds the highest valuation in this group at 42.19B. The lowest valued company is NEO at 1.71B.

Volume

The average weekly volume growth across all stocks in the Brown Advisory Small-Cap Growth Adv MF was 20%. For the same stocks of the MF, the average monthly volume growth was 77% and the average quarterly volume growth was 85%

Fundamental Analysis Ratings

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

Valuation Rating: 78
P/E Growth Rating: 55
Price Growth Rating: 55
SMR Rating: 62
Profit Risk Rating: 65
Seasonality Score: 27 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallGrowth

Profile
Fundamentals
Details
Category
Small Growth
Address
Brown Advisory Incorporated901 S. Bond Street Suite 400Baltimore
Phone
+1 8005406807
Web
www.brownadvisoryfunds.com
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BASAX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, BASAX has been closely correlated with WCMLX. These tickers have moved in lockstep 93% of the time. This A.I.-generated data suggests there is a high statistical probability that if BASAX jumps, then WCMLX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To BASAX
1D Price
Change %
BASAX100%
-0.42%
WCMLX - BASAX
93%
Closely correlated
-0.20%
WCMNX - BASAX
93%
Closely correlated
-0.27%
VISGX - BASAX
76%
Closely correlated
+0.09%
VSGAX - BASAX
76%
Closely correlated
+0.08%
VSGIX - BASAX
76%
Closely correlated
+0.08%
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