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SABTX SA US Value Forecast, Technical & Fundamental Analysis

Category LargeValue
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are JPMorgan Chase & Co (NYSE:JPM), Exxon Mobil Corp (NYSE:XOM), Chevron Corp (NYSE:CVX), Verizon Communications (NYSE:VZ), Comcast Corp (NASDAQ:CMCSA), Pfizer (NYSE:PFE), ConocoPhillips (NYSE:COP), AT&T (NYSE:T), Intel Corp (NASDAQ:INTC).

Industry description

The investment seeks to achieve long-term capital appreciation. The fund is designed to purchase a broad and diverse group of readily marketable equity securities of large and mid cap U.S. companies listed on a securities exchange in the United States that is deemed appropriate by the Sub-Adviser, that the Sub-Adviser believes are “value” stocks at the time of investment. It will invest at least 80% of its net assets in U.S. securities. The fund may lend its portfolio securities to generate additional income.

Market Cap

The average market capitalization across the SA US Value MF is 246.02B. The market cap for tickers in the group ranges from 108.11B to 632.33B. BRK.B holds the highest valuation in this group at 632.33B. The lowest valued company is INTC at 108.11B.

Volume

The average weekly volume growth across all stocks in the SA US Value MF was -21%. For the same stocks of the MF, the average monthly volume growth was 55% and the average quarterly volume growth was 74%

Fundamental Analysis Ratings

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

Valuation Rating: 54
P/E Growth Rating: 34
Price Growth Rating: 41
SMR Rating: 60
Profit Risk Rating: 57
Seasonality Score: 37 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeValue

Profile
Fundamentals
Details
Category
Large Value
Address
SA Funds Investment Trust3055 Olin Avenue Suite 2000San Jose
Phone
N/A
Web
www.sa-funds.net.
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SABTX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, SABTX has been closely correlated with VVIAX. These tickers have moved in lockstep 95% of the time. This A.I.-generated data suggests there is a high statistical probability that if SABTX jumps, then VVIAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SABTX
1D Price
Change %
SABTX100%
-0.75%
VVIAX - SABTX
95%
Closely correlated
-0.30%
VIVAX - SABTX
92%
Closely correlated
-0.30%
DOXGX - SABTX
92%
Closely correlated
-0.25%
VIVIX - SABTX
92%
Closely correlated
-0.30%
RMFEX - SABTX
86%
Closely correlated
+0.29%
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