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SCJAX Steward Covered Call Income A Forecast, Technical & Fundamental Analysis

Category Trading
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), NVIDIA Corp (NASDAQ:NVDA), Apple (NASDAQ:AAPL), Alphabet (NASDAQ:GOOGL), Amazon.com (NASDAQ:AMZN), Meta Platforms (NASDAQ:META).

Industry description

The investment seeks dividend income and options premium income, with the potential for capital appreciation and less volatility than the broad equity market. The fund invests in a portfolio of large cap, dividend paying, equity securities that are listed on U.S. exchanges and to write (sell) covered call options on those securities with the overall goal of providing options premium income and lowering volatility of the fund's portfolio when compared to the broader uncovered large cap securities market.

Market Cap

The average market capitalization across the Steward Covered Call Income A MF is 2.27T. The market cap for tickers in the group ranges from 1.24T to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is META at 1.24T.

Volume

The average weekly volume growth across all stocks in the Steward Covered Call Income A MF was 22%. For the same stocks of the MF, the average monthly volume growth was 10% and the average quarterly volume growth was 12%

Fundamental Analysis Ratings

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

Valuation Rating: 79
P/E Growth Rating: 72
Price Growth Rating: 42
SMR Rating: 26
Profit Risk Rating: 17
Seasonality Score: 12 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category Trading

Profile
Fundamentals
Details
Category
Derivative Income
Address
Steward Funds, Inc.5847 San Felipe, Suite 4100Houston
Phone
N/A
Web
www.stewardmutualfunds.com
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SCJAX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, SCJAX has been loosely correlated with JEPSX. These tickers have moved in lockstep 43% of the time. This A.I.-generated data suggests there is some statistical probability that if SCJAX jumps, then JEPSX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SCJAX
1D Price
Change %
SCJAX100%
N/A
JEPSX - SCJAX
43%
Loosely correlated
N/A
JEPAX - SCJAX
42%
Loosely correlated
-0.14%
JEPCX - SCJAX
39%
Loosely correlated
-0.14%
JEPRX - SCJAX
38%
Loosely correlated
-0.07%
JEPIX - SCJAX
36%
Loosely correlated
-0.14%