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SAMKX
Mutual Fund ticker: NASDAQ
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CHANGE
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SAMKX price forecast, quote, news & analysis

Category: @Large Blend
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOG), Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META), Broadcom Inc. (NASDAQ:AVGO), Eli Lilly & Co (NYSE:LLY).

Industry description

The investment seeks long-term capital appreciation. The fund is designed to purchase a broad and diverse group of readily marketable equity securities listed on a securities exchange in the United States that is deemed appropriate by the Sub-Adviser. It will invest at least 80% of its net assets in U.S. securities. The fund may also invest up to 5% of its total assets in the U.S. Micro Cap Portfolio, a portfolio of DFA Investment Dimensions Group Inc., a separate registered investment company.

Market Cap

The average market capitalization across the SA US Core Market MF is 2T. The market cap for tickers in the group ranges from 739.66B to 3.48T. NVDA holds the highest valuation in this group at 3.48T. The lowest valued company is LLY at 739.66B.

Volume

The average weekly volume growth across all stocks in the SA US Core Market MF was 54%. For the same stocks of the MF, the average monthly volume growth was 31% and the average quarterly volume growth was -2%

Fundamental Analysis Ratings

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

Valuation Rating: 76
P/E Growth Rating: 69
Price Growth Rating: 41
SMR Rating: 32
Profit Risk Rating: 13
Seasonality Score: 3 (-100 ... +100)
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General Information

Category LargeBlend

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