MENU
+Compare
BVEIX
Mutual Fund ticker: NASDAQ
AS OF
Sep 8 closing price
Price
$21.98
Change
-$0.02 (-0.09%)
Net Assets
97.94M

BVEIX Becker Value Equity Institutional Forecast, Technical & Fundamental Analysis

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

Category: #Large Value
Interact to see
Advertisement
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), JPMorgan Chase & Co (NYSE:JPM), Cisco Systems (NASDAQ:CSCO), QUALCOMM (NASDAQ:QCOM).

Industry description

The investment seeks long-term capital appreciation. The fund employs a value strategy and invests primarily in common and preferred stocks whose market prices do not reflect their true values, as determined by the Advisor. The Advisor utilizes a bottom-up approach to stock selection, focusing on company fundamentals. The Advisor typically invests in companies with sound fundamentals that the Advisor believes are selling at discounted valuations and have low price-to-earnings ("P/E") ratios.

Market Cap

The average market capitalization across the Becker Value Equity Institutional MF is 659.35B. The market cap for tickers in the group ranges from 26.5B to 3.7T. MSFT holds the highest valuation in this group at 3.7T. The lowest valued company is PHG at 26.5B.

Volume

The average weekly volume growth across all stocks in the Becker Value Equity Institutional MF was 40%. For the same stocks of the MF, the average monthly volume growth was 20% and the average quarterly volume growth was -2%

Fundamental Analysis Ratings

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

Valuation Rating: 36
P/E Growth Rating: 43
Price Growth Rating: 46
SMR Rating: 39
Profit Risk Rating: 45
Seasonality Score: -22 (-100 ... +100)
View a ticker or compare two or three
Interact to see
Advertisement
A.I. Advisor
published General Information

General Information

Category LargeValue

Profile
Fundamentals
Details
Category
Large Value
Address
Professionally Managed Portfolios615 EAST MICHIGAN STREETMilwaukee
Phone
N/A
Web
N/A
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
APHIX35.250.17
+0.48%
Artisan International Institutional
ESCQX11.540.03
+0.26%
Embark Small Cap Equity Retirement
GINUX30.240.07
+0.23%
Goldman Sachs Small Cap Gr Insghts R6
VEIGX38.120.04
+0.11%
Vanguard Global ESG Select Stk Investor
IDPSX61.57-0.37
-0.60%
ProFunds Industrial Ultra Sector Svc

BVEIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, BVEIX has been closely correlated with VIVAX. These tickers have moved in lockstep 78% of the time. This A.I.-generated data suggests there is a high statistical probability that if BVEIX jumps, then VIVAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To BVEIX
1D Price
Change %
BVEIX100%
-0.41%
VIVAX - BVEIX
78%
Closely correlated
-0.32%
VVIAX - BVEIX
78%
Closely correlated
-0.34%
VIVIX - BVEIX
77%
Closely correlated
-0.32%
DODGX - BVEIX
69%
Closely correlated
-0.21%
DOXGX - BVEIX
68%
Closely correlated
-0.21%
More