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SBFAX 1919 Financial Services A Forecast, Technical & Fundamental Analysis

Category Financial
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are VISA (NYSE:V), JPMorgan Chase & Co (NYSE:JPM), Bank of America Corp (NYSE:BAC), Charles Schwab Corp (The) (NYSE:SCHW), US Bancorp (NYSE:USB).

Industry description

The investment seeks long-term capital appreciation by investing primarily in common stocks. The fund normally invests at least 80% of its net assets in equity securities of issuers in the financial services industry that the Adviser believes are undervalued and thus may offer above-average potential for capital appreciation. It may invest its assets in securities of foreign financial services companies. The fund may invest in fixed income securities, including high yield securities or "junk bonds". It may invest in shares of open-end funds or ETFs.

Market Cap

The average market capitalization across the 1919 Financial Services A MF is 199.89B. The market cap for tickers in the group ranges from 24.63B to 573.25B. V holds the highest valuation in this group at 573.25B. The lowest valued company is BRO at 24.63B.

Volume

The average weekly volume growth across all stocks in the 1919 Financial Services A MF was -2%. For the same stocks of the MF, the average monthly volume growth was 62% 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: 83
P/E Growth Rating: 48
Price Growth Rating: 33
SMR Rating: 40
Profit Risk Rating: 25
Seasonality Score: -23 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category Financial

Profile
Fundamentals
Details
Category
Financial
Address
615 East Michigan StreetMilwaukee
Phone
414-287-3700
Web
N/A
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
XHYI38.490.05
+0.13%
BondBloxx US High Yield Indstrl Sctr ETF
NOVZ40.45-0.07
-0.17%
TrueShares Structured Outcome Nov ETF
RECS33.68-0.07
-0.21%
Columbia Research Enhanced Core ETF
EFV56.93-0.40
-0.70%
iShares MSCI EAFE Value ETF
AGGH21.81-0.17
-0.77%
Simplify Aggregate Bond ETF

SBFAX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, SBFAX has been closely correlated with DFFCX. These tickers have moved in lockstep 89% of the time. This A.I.-generated data suggests there is a high statistical probability that if SBFAX jumps, then DFFCX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SBFAX
1D Price
Change %
SBFAX100%
-0.82%
DFFCX - SBFAX
89%
Closely correlated
-0.41%
RPFGX - SBFAX
87%
Closely correlated
-0.41%
DVFYX - SBFAX
86%
Closely correlated
-0.43%
VFAIX - SBFAX
79%
Closely correlated
-0.38%
TFIFX - SBFAX
79%
Closely correlated
-0.44%
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