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SACEX
Mutual Fund ticker: NASDAQ
AS OF
Sep 5 closing price
Price
$9.06
Change
-$0.10 (-1.09%)
Net Assets
157.11M

SACEX Spirit of America Energy C Forecast, Technical & Fundamental Analysis

The investment seeks to provide investors long-term capital appreciation and current income... Show more

Category: #Energy
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Chevron Corp (NYSE:CVX), Enterprise Products Partners LP (NYSE:EPD), Energy Transfer LP (NYSE:ET), MARATHON PETROLEUM Corp (NYSE:MPC), Phillips 66 (NYSE:PSX), Cheniere Energy (NYSE:LNG), Valero Energy Corp (NYSE:VLO).

Industry description

The investment seeks to provide investors long-term capital appreciation and current income. The fund seeks to achieve its investment objective by investing at least 80% of its net assets plus any borrowings in a combination of securities and other assets of energy and energy related companies. It seeks to achieve its investment objective through diversified exposure to U.S. and non-U.S. securities of energy companies and energy related companies which are companies that are principally engaged in activities in the energy industry.

Market Cap

The average market capitalization across the Spirit of America Energy C MF is 76.73B. The market cap for tickers in the group ranges from 5.34B to 309.6B. CVX holds the highest valuation in this group at 309.6B. The lowest valued company is HESM at 5.34B.

Volume

The average weekly volume growth across all stocks in the Spirit of America Energy C MF was 46%. For the same stocks of the MF, the average monthly volume growth was -24% 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: 52
P/E Growth Rating: 29
Price Growth Rating: 43
SMR Rating: 54
Profit Risk Rating: 19
Seasonality Score: -3 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category Energy

Profile
Fundamentals
Details
Category
Energy Limited Partnership
Address
Spirit of America Investment Fund Inc477 Jericho TurnpikeSyosset
Phone
N/A
Web
N/A
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SACEX and MutualFunds

Correlation & Price change

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SACEX
1D Price
Change %
SACEX100%
N/A
RMLPX - SACEX
96%
Closely correlated
N/A
OSPMX - SACEX
93%
Closely correlated
N/A
CSHNX - SACEX
91%
Closely correlated
N/A
MLPOX - SACEX
90%
Closely correlated
N/A
SPMGX - SACEX
90%
Closely correlated
N/A
More