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SEEFX
Mutual Fund ticker: NASDAQ
AS OF
Dec 18 closing price
Price
$19.48
Change
-$0.48 (-2.40%)
Net Assets
25.02M

SEEFX Saturna Sustainable Equity Forecast, Technical & Fundamental Analysis

A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Taiwan Semiconductor Manufacturing Company Ltd (NYSE:TSM), Eli Lilly & Co (NYSE:LLY), Tractor Supply Company (NASDAQ:TSCO).

Industry description

The investment seeks capital appreciation. The fund invests at least 80% of its net assets in equities of issuers located throughout the world that the fund's adviser believes demonstrate sustainable characteristics. The adviser considers issuers with sustainable characteristics to be those issuers that are more established, consistently profitable, financially strong, and with robust policies in the areas of the environment, social responsibility, and corporate governance ("ESG"). The fund may invest up to 30% of net assets in companies with headquarters in countries with developing economies and/or markets.

Market Cap

The average market capitalization across the Saturna Sustainable Equity MF is 780.03B. The market cap for tickers in the group ranges from 27.87B to 3.19T. NVDA holds the highest valuation in this group at 3.19T. The lowest valued company is TSCO at 27.87B.

Volume

The average weekly volume growth across all stocks in the Saturna Sustainable Equity MF was 16%. For the same stocks of the MF, the average monthly volume growth was -2% and the average quarterly volume growth was -51%

Fundamental Analysis Ratings

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

Valuation Rating: 69
P/E Growth Rating: 53
Price Growth Rating: 48
SMR Rating: 27
Profit Risk Rating: 12
Seasonality Score: 10 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category ForeignLargeBlend

Profile
Fundamentals
Details
Category
Global Large-Stock Blend
Address
Saturna Investment Trust1300 N. State Street, P.O. Box 2838Bellingham
Phone
(360) 734-9900
Web
www.saturna.com
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SEEFX and MutualFunds

Correlation & Price change

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SEEFX
1D Price
Change %
SEEFX100%
-0.20%
RWIFX - SEEFX
90%
Closely correlated
-6.45%
RWIAX - SEEFX
87%
Closely correlated
-6.26%
RWBEX - SEEFX
87%
Closely correlated
-6.30%
CWGCX - SEEFX
87%
Closely correlated
-6.27%
CWGFX - SEEFX
86%
Closely correlated
-6.38%
More