BVOIX Barrow Hanley US Value Opportunities I Forecast, Technical & Fundamental Analysis

The most notable companies in this group are Alphabet (NASDAQ:GOOG), Broadcom Inc. (NASDAQ:AVGO), Oracle Corp (NYSE:ORCL), QUALCOMM (NASDAQ:QCOM), Pioneer Natural Resource Co (null:PXD).

The investment seeks to outperform the fund’s benchmark over a full market cycle. Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in securities issued by U.S. companies. The fund invests primarily in a portfolio of equity securities issued by large, middle, and small capitalization U.S. companies and may also invest in convertible securities, preferred stock, real estate investment trusts (“REITs”) and American Depositary Receipts (“ADRs”).

The average market capitalization across the Barrow Hanley US Value Opportunities I MF is 416.45B. The market cap for tickers in the group ranges from 4.59B to 1.94T. GOOG holds the highest valuation in this group at 1.94T. The lowest valued company is KNF at 4.59B.

The average weekly volume growth across all stocks in the Barrow Hanley US Value Opportunities I MF was 33%. For the same stocks of the MF, the average monthly volume growth was 40% and the average quarterly volume growth was -34%