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SAIEX Spirit of America Energy Institutional Forecast, Technical & Fundamental Analysis

Category Energy
A.I.Advisor
published Highlights

Notable companies

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

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 Institutional MF is 74.4B. The market cap for tickers in the group ranges from 2.87B to 292.97B. CVX holds the highest valuation in this group at 292.97B. The lowest valued company is HESM at 2.87B.

Volume

The average weekly volume growth across all stocks in the Spirit of America Energy Institutional MF was 18%. For the same stocks of the MF, the average monthly volume growth was 86% and the average quarterly volume growth was 20%

Fundamental Analysis Ratings

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

Valuation Rating: 35
P/E Growth Rating: 21
Price Growth Rating: 47
SMR Rating: 42
Profit Risk Rating: 23
Seasonality Score: 6 (-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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SAIEX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, SAIEX has been closely correlated with SPMHX. These tickers have moved in lockstep 90% of the time. This A.I.-generated data suggests there is a high statistical probability that if SAIEX jumps, then SPMHX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SAIEX
1D Price
Change %
SAIEX100%
+0.64%
SPMHX - SAIEX
90%
Closely correlated
-0.77%
MLPOX - SAIEX
90%
Closely correlated
-0.73%
SPMGX - SAIEX
90%
Closely correlated
-0.80%
SPMWX - SAIEX
89%
Closely correlated
-0.62%
SPMVX - SAIEX
89%
Closely correlated
-0.60%
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