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BPAVX
Mutual Fund ticker: NASDAQ
AS OF
Aug 15 closing price
Price
$32.79
Change
-$0.21 (-0.64%)
Net Assets
1.33B

BPAVX Boston Partners All Cap Value Inv Forecast, Technical & Fundamental Analysis

The investment seeks to provide long-term growth of capital primarily through investment in equity securities; current income is a secondary objective... Show more

Category: #Large Value
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Alphabet (NASDAQ:GOOGL), JPMorgan Chase & Co (NYSE:JPM), Johnson & Johnson (NYSE:JNJ), ABBVIE (NYSE:ABBV), Booking Holdings (NASDAQ:BKNG), Bristol-Myers Squibb Co (NYSE:BMY), American International Group (NYSE:AIG).

Industry description

The investment seeks to provide long-term growth of capital primarily through investment in equity securities; current income is a secondary objective. The Advisor pursues the fund's objective by investing, under normal circumstances, at least 80% of its net assets (including borrowings for investment purposes) in a diversified portfolio consisting primarily of equity securities, such as common stocks of issuers across the capitalization spectrum and identified by the Adviser as having value characteristics. It may also invest up to 20% of its total assets in non U.S. dollar denominated securities.

Market Cap

The average market capitalization across the Boston Partners All Cap Value Inv MF is 497.25B. The market cap for tickers in the group ranges from 20.28B to 2.47T. GOOGL holds the highest valuation in this group at 2.47T. The lowest valued company is CHKP at 20.28B.

Volume

The average weekly volume growth across all stocks in the Boston Partners All Cap Value Inv MF was -7%. For the same stocks of the MF, the average monthly volume growth was -22% and the average quarterly volume growth was 21%

Fundamental Analysis Ratings

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

Valuation Rating: 52
P/E Growth Rating: 39
Price Growth Rating: 38
SMR Rating: 32
Profit Risk Rating: 26
Seasonality Score: -58 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeValue

Profile
Fundamentals
Details
Category
Large Value
Address
RBB Fund Inc (Robeco)909 Third Avenue, 32nd FloorNew York
Phone
888-261-4073
Web
www.robecoinvest.com
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BPAVX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, BPAVX has been closely correlated with VIVIX. These tickers have moved in lockstep 69% of the time. This A.I.-generated data suggests there is a high statistical probability that if BPAVX jumps, then VIVIX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To BPAVX
1D Price
Change %
BPAVX100%
-0.64%
VIVIX - BPAVX
69%
Closely correlated
-0.13%
VVIAX - BPAVX
68%
Closely correlated
-0.13%
VIVAX - BPAVX
68%
Closely correlated
-0.13%
DODGX - BPAVX
61%
Loosely correlated
+0.11%
DOXGX - BPAVX
60%
Loosely correlated
+0.11%
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