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GDGIX Sit Global Dividend Growth I Forecast, Technical & Fundamental Analysis

A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Alphabet (NASDAQ:GOOGL), Broadcom Inc. (NASDAQ:AVGO), JPMorgan Chase & Co (NYSE:JPM), Johnson & Johnson (NYSE:JNJ), Accenture PLC (NYSE:ACN), Applied Materials (NASDAQ:AMAT).

Industry description

The investment seeks to provide current income that exceeds the dividend yield of the fund's benchmark and that grows over a period of years; long-term capital appreciation is as a secondary consideration. The fund invests at least 80% of its net assets in dividend-paying common stocks issued by U.S. and foreign companies. It diversifies its investments among a number of different countries throughout the world. The fund will invest at least 40% of its net assets in stocks of foreign companies drawn from at least three different countries (and at least 30% of its net assets in stocks of foreign companies if market conditions are deemed unfavorable).

Market Cap

The average market capitalization across the Sit Global Dividend Growth I MF is 1.12T. The market cap for tickers in the group ranges from 173.36B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is AMAT at 173.36B.

Volume

The average weekly volume growth across all stocks in the Sit Global Dividend Growth I MF was -24%. For the same stocks of the MF, the average monthly volume growth was 2% and the average quarterly volume growth was 28%

Fundamental Analysis Ratings

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

Valuation Rating: 61
P/E Growth Rating: 48
Price Growth Rating: 48
SMR Rating: 38
Profit Risk Rating: 20
Seasonality Score: 23 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category ForeignLargeBlend

Profile
Fundamentals
Details
Category
Global Large-Stock Blend
Address
Sit Mutual Funds Inc3300 Ids Ctr, 80 South 8th StMinneapolis
Phone
N/A
Web
www.sitfunds.com
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GDGIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, GDGIX has been closely correlated with RWIFX. These tickers have moved in lockstep 96% of the time. This A.I.-generated data suggests there is a high statistical probability that if GDGIX jumps, then RWIFX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To GDGIX
1D Price
Change %
GDGIX100%
+0.46%
RWIFX - GDGIX
96%
Closely correlated
+0.34%
CWGCX - GDGIX
95%
Closely correlated
+0.34%
CWGFX - GDGIX
94%
Closely correlated
+0.34%
RWIEX - GDGIX
93%
Closely correlated
+0.34%
RWICX - GDGIX
93%
Closely correlated
+0.34%
More