BFS Equity Fund
BFS Equity Fund
Your view on BFSAX
Overview
What the company does, where it operates, and who runs it.
About BFS Equity Fund
- Industry
- Asset Management
- Sector
- Financial Services
- CEO
- Not available
- Headquarters
- Valued Advisers Trust(BFS), US
- Industry
- Asset Management
- Sector
- Financial Services
- CEO
- Not available
- Headquarters
- Valued Advisers Trust(BFS), US
The BFS Equity Fund strives to achieve substantial long-term capital appreciation, aiming for growth through both an increase in principal value and income generation. The fund primarily invests in common stocks of large, well-established companies. Its adviser, Bradley, Foster & Sargent, Inc., selects these companies based on their assessment of superior quality and attractive valuations. The fund's permissible equity investments extend to include not only common stocks but also common stock equivalents, as well as shares of other investment companies (such as mutual funds, closed-end funds, and exchange-traded funds, or ETFs) whose portfolios are predominantly comprised of equity securities.
Media
Infographics, videos, and posts covering the company.
Stock Data
Price chart, volume, and trading data.
Fair Value
What FRC thinks the stock is worth vs. the current price.
FRC's fair value estimate for BFS Equity Fund, and the rating behind it. FRC analysts run the firm's valuation model across the companies on this platform to estimate what each one is worth, rather than republishing a consensus average. Shows the current estimate, our rating, and when it was last revised. A free account covers 7 company valuations a month; a paid subscription is unlimited.
Financial Ratios
Profitability, returns, valuation, and leverage ratios.
Valuation, profitability, liquidity and leverage ratios for BFS Equity Fund. P/E, P/B, EV/EBITDA, margins, return on equity, current ratio and debt coverage, each shown against the company's own history.
Dividend Analysis
Yield, payout ratio, and dividend coverage metrics.
Dividend history, yield and payout sustainability for BFS Equity Fund. Per-share payments, yield over time, payout ratio and growth streak, with coverage measured against free cash flow.
Earnings Analysis
EPS history, beat rate, and upcoming earnings reports.
Reported vs. expected earnings history for BFS Equity Fund. EPS surprises by quarter, revenue against estimates, and the upcoming reporting date.
Financial Statements
Income statement, balance sheet, and cash flow statements.
Income statement, balance sheet and cash flow history for BFS Equity Fund. Annual and quarterly filings with period-over-period comparison, so you can trace how revenue, margins and cash generation have moved.
Comparables
List of peer companies in the same industry.
BFS Equity Fund valued side by side against its closest peers. Peer-relative multiples and operating metrics, so the valuation is read in the context of its own sector rather than in isolation.
Institutional Ownership
Which funds and firms own the stock.
Which institutions hold BFS Equity Fund, and how their positions are changing. Top holders, position sizes, and quarter-over-quarter accumulation or distribution from regulatory filings.
Insider Trading
Recent buying and selling by company executives.
Buying and selling by BFS Equity Fund executives and directors. Insider transactions as disclosed to regulators, with role, size and date — the clearest read on how the people running the company are positioned.
Senate Trading
U.S. Senator disclosures filed under the STOCK Act.
U.S. Senate disclosures naming BFS Equity Fund. Senators' reported transactions in this security, alongside the fundamentals — a signal most research platforms leave out entirely.
House Trading
U.S. Representative disclosures filed under the STOCK Act.
U.S. House of Representatives disclosures naming BFS Equity Fund. Representatives' reported transactions in this security, shown next to the company's fundamentals.
News
Latest headlines and market coverage.
Latest headlines and company announcements for BFS Equity Fund. Press releases and market coverage, newest first.