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SCORX
Mutual Fund ticker: NASDAQ
AS OF
Apr 23 closing price
Price
$16.17
Change
+$0.11 (+0.68%)
Net Assets
25.58M

SCORX Saturna Core Forecast, Technical & Fundamental Analysis

The investment seeks long-term appreciation and capital preservation... Show more

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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Oracle Corp (NYSE:ORCL).

Industry description

The investment seeks long-term appreciation and capital preservation. The fund invests in a mix of equity and debt securities. It normally invests 60 to 70% of its assets in a mix of US and foreign equity securities,and 30 to 40% in investment-grade fixed-income securities (those rated BBB or higher,including government and convertible bonds) including money market instruments and cash.

Market Cap

The average market capitalization across the Saturna Core MF is 823.71B. The market cap for tickers in the group ranges from 124.78B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is ETN at 124.78B.

Volume

The average weekly volume growth across all stocks in the Saturna Core MF was 8%. For the same stocks of the MF, the average monthly volume growth was 11% and the average quarterly volume growth was 66%

Fundamental Analysis Ratings

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

Valuation Rating: 28
P/E Growth Rating: 59
Price Growth Rating: 65
SMR Rating: 36
Profit Risk Rating: 29
Seasonality Score: -19 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category ModerateAllocation

Profile
Fundamentals
Details
Category
Moderate Allocation
Address
Saturna Investment Trust1300 N. State Street, P.O. Box 2838Bellingham
Phone
(360) 734-9900
Web
www.saturna.com
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SCORX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, SCORX has been closely correlated with RLEFX. These tickers have moved in lockstep 90% of the time. This A.I.-generated data suggests there is a high statistical probability that if SCORX jumps, then RLEFX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SCORX
1D Price
Change %
SCORX100%
N/A
RLEFX - SCORX
90%
Closely correlated
N/A
FBONX - SCORX
90%
Closely correlated
N/A
RAMHX - SCORX
90%
Closely correlated
N/A
FBAFX - SCORX
90%
Closely correlated
N/A
RLBGX - SCORX
89%
Closely correlated
N/A
More