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SBQAX
Mutual Fund ticker: NASDAQ
AS OF
Dec 18 closing price
Price
$13.66
Change
-$0.51 (-3.60%)
Net Assets
2.39M

SBQAX DSS AmericaFirst Large Cap Shr Buyback A Forecast, Technical & Fundamental Analysis

Category LargeBlend
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Meta Platforms (NASDAQ:META), Walt Disney Company (The) (NYSE:DIS), Caterpillar (NYSE:CAT), Applied Materials (NASDAQ:AMAT), Dell Technologies (NYSE:DELL), United Rentals (NYSE:URI), Nucor Corp (NYSE:NUE), NRG Energy (NYSE:NRG).

Industry description

The investment seeks to provide capital gains. The fund invests primarily in common stocks of companies that are selected using the investment advisor’s alpha trends factor strategy. The manager defines foreign companies as those (i) organized outside the U.S., or (ii) that derive a majority of revenue or profits outside the U.S., or (iii) that have a majority of their assets or employees outside the U.S. Alpha is an investment industry term referring to the performance of a portfolio or asset class relative to its benchmark or index. It is non-diversified.

Market Cap

The average market capitalization across the DSS AmericaFirst Large Cap Shr Buyback A MF is 518.61B. The market cap for tickers in the group ranges from 14.54B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is NRG at 14.54B.

Volume

The average weekly volume growth across all stocks in the DSS AmericaFirst Large Cap Shr Buyback A MF was 0%. For the same stocks of the MF, the average monthly volume growth was -38% and the average quarterly volume growth was -31%

Fundamental Analysis Ratings

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

Valuation Rating: 59
P/E Growth Rating: 53
Price Growth Rating: 40
SMR Rating: 39
Profit Risk Rating: 24
Seasonality Score: 38 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeBlend

Profile
Fundamentals
Details
Category
Large Blend
Address
AmericaFirst Quantitative Funds8150 SIERRA COLLEGE BOULEVARDROSEVILLE
Phone
9167879940
Web
www.afcm-quant.com
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SBQAX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, SBQAX has been closely correlated with VTSAX. These tickers have moved in lockstep 85% of the time. This A.I.-generated data suggests there is a high statistical probability that if SBQAX jumps, then VTSAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SBQAX
1D Price
Change %
SBQAX100%
-0.49%
VTSAX - SBQAX
85%
Closely correlated
-0.49%
VSMPX - SBQAX
85%
Closely correlated
-0.49%
VTSMX - SBQAX
85%
Closely correlated
-0.49%
VITSX - SBQAX
85%
Closely correlated
-0.48%
VSTSX - SBQAX
85%
Closely correlated
-0.49%
More