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SAUMX SA US Small Company Forecast, Technical & Fundamental Analysis

Category SmallBlend
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Owens Corning (NYSE:OC), DaVita (NYSE:DVA).

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 small cap companies listed on a securities exchange in the United States that is deemed appropriate by the Sub-Adviser. It normally will invest at least 80% of its net assets in securities of U.S. small cap companies. The fund may lend its portfolio securities to generate additional income.

Market Cap

The average market capitalization across the SA US Small Company MF is 15.76B. The market cap for tickers in the group ranges from 10.44B to 24.23B. VST holds the highest valuation in this group at 24.23B. The lowest valued company is THC at 10.44B.

Volume

The average weekly volume growth across all stocks in the SA US Small Company MF was -47%. For the same stocks of the MF, the average monthly volume growth was -32% and the average quarterly volume growth was -9%

Fundamental Analysis Ratings

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

Valuation Rating: 68
P/E Growth Rating: 38
Price Growth Rating: 45
SMR Rating: 30
Profit Risk Rating: 10
Seasonality Score: 24 (-100 ... +100)
View a ticker or compare two or three
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A.I. Advisor
published General Information

General Information

Category SmallBlend

Profile
Fundamentals
Details
Category
Small Blend
Address
SA Funds Investment Trust3055 Olin Avenue Suite 2000San Jose
Phone
N/A
Web
www.sa-funds.net.
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
RYZAX110.190.23
+0.21%
Rydex S&P 500 Pure Value H
EILVX27.700.01
+0.04%
Eaton Vance Large-Cap Value I
GSAHX16.48N/A
N/A
Goldman Sachs Small Cap Growth Investor
ACSLX95.71-0.21
-0.22%
American Century Select C
HRSCX26.66-0.32
-1.19%
Carillon Eagle Small Cap Growth A

SAUMX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, SAUMX has been closely correlated with VSMAX. These tickers have moved in lockstep 97% of the time. This A.I.-generated data suggests there is a high statistical probability that if SAUMX jumps, then VSMAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SAUMX
1D Price
Change %
SAUMX100%
-0.51%
VSMAX - SAUMX
97%
Closely correlated
-0.49%
VSCIX - SAUMX
97%
Closely correlated
-0.49%
VSCPX - SAUMX
97%
Closely correlated
-0.49%
FSSNX - SAUMX
97%
Closely correlated
-0.94%
FTHFX - SAUMX
97%
Closely correlated
-0.88%
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