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SCJIX
Mutual Fund ticker: NASDAQ
AS OF
Jan 17 closing price
Price
$8.08
Change
+$0.02 (+0.25%)
Net Assets
96.35M

SCJIX Steward Covered Call Income I Forecast, Technical & Fundamental Analysis

Category Trading
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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:GOOGL), 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 I MF is 2.45T. The market cap for tickers in the group ranges from 1.24T to 3.37T. NVDA holds the highest valuation in this group at 3.37T. The lowest valued company is META at 1.24T.

Volume

The average weekly volume growth across all stocks in the Steward Covered Call Income I MF was 1%. For the same stocks of the MF, the average monthly volume growth was -17% and the average quarterly volume growth was 5%

Fundamental Analysis Ratings

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

Valuation Rating: 77
P/E Growth Rating: 65
Price Growth Rating: 45
SMR Rating: 24
Profit Risk Rating: 13
Seasonality Score: 45 (-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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SCJIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, SCJIX has been closely correlated with JEPIX. These tickers have moved in lockstep 69% of the time. This A.I.-generated data suggests there is a high statistical probability that if SCJIX jumps, then JEPIX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SCJIX
1D Price
Change %
SCJIX100%
N/A
JEPIX - SCJIX
69%
Closely correlated
+0.28%
JEPAX - SCJIX
69%
Closely correlated
+0.28%
EQTIX - SCJIX
68%
Closely correlated
N/A
JEPCX - SCJIX
67%
Closely correlated
+0.28%
JEPRX - SCJIX
67%
Closely correlated
+0.35%
More