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BSCMX
Mutual Fund ticker: NASDAQ
AS OF
Jun 13 closing price
Price
$17.32
Change
-$0.30 (-1.70%)
Net Assets
140.28M

BSCMX Brandes Small Cap Value I Forecast, Technical & Fundamental Analysis

The investment seeks long term capital appreciation... Show more

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

Notable companies

The most notable companies in this group are Elanco Animal Health (NYSE:ELAN).

Industry description

The investment seeks long term capital appreciation. The fund invests primarily in equity securities of U.S. companies with small market capitalizations (market value of publicly traded equity securities). Equity securities include common and preferred stocks, warrants and rights. Under normal market conditions, the fund will invest at least 80% of its net assets measured at the time of purchase in securities of companies with small market capitalizations.

Market Cap

The average market capitalization across the Brandes Small Cap Value I MF is 3.03B. The market cap for tickers in the group ranges from 277.91M to 9.13B. ERJ holds the highest valuation in this group at 9.13B. The lowest valued company is PKE at 277.91M.

Volume

The average weekly volume growth across all stocks in the Brandes Small Cap Value I MF was -19%. For the same stocks of the MF, the average monthly volume growth was -9% and the average quarterly volume growth was -15%

Fundamental Analysis Ratings

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

Valuation Rating: 55
P/E Growth Rating: 67
Price Growth Rating: 49
SMR Rating: 77
Profit Risk Rating: 54
Seasonality Score: -7 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallValue

Profile
Fundamentals
Details
Category
Small Value
Address
Brandes Investment Partners, L.P.11988 El Camino RealSan Diego
Phone
N/A
Web
www.brandesinstitutionalfunds.com
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BSCMX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, BSCMX has been closely correlated with ASVRX. These tickers have moved in lockstep 83% of the time. This A.I.-generated data suggests there is a high statistical probability that if BSCMX jumps, then ASVRX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To BSCMX
1D Price
Change %
BSCMX100%
N/A
ASVRX - BSCMX
83%
Closely correlated
-2.13%
SSGSX - BSCMX
52%
Loosely correlated
-1.80%
VSCAX - BSCMX
49%
Loosely correlated
-1.43%
DFSVX - BSCMX
15%
Poorly correlated
-1.59%
VISVX - BSCMX
14%
Poorly correlated
-1.58%
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