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SEGPX Guggenheim Large Cap Value P Forecast, Technical & Fundamental Analysis

Category LargeValue
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Walmart (NYSE:WMT), Bank of America Corp (NYSE:BAC), Chevron Corp (NYSE:CVX), Verizon Communications (NYSE:VZ), ConocoPhillips (NYSE:COP).

Industry description

The investment seeks long-term growth of capital. The fund pursues its objective by investing, under normal circumstances, at least 80% of its assets (net assets, plus the amount of any borrowings for investment purposes) in equity securities, which include common stocks, rights, options, warrants, convertible debt securities of both U.S. and U.S. dollar-denominated foreign issuers, and American Depositary Receipts ("ADRs"), of companies that, when purchased, have market capitalizations that are usually within the range of companies in the Russell 1000® Value Index.

Market Cap

The average market capitalization across the Guggenheim Large Cap Value P MF is 200.99B. The market cap for tickers in the group ranges from 6.88B to 632.33B. BRK.B holds the highest valuation in this group at 632.33B. The lowest valued company is OGE at 6.88B.

Volume

The average weekly volume growth across all stocks in the Guggenheim Large Cap Value P MF was 178%. For the same stocks of the MF, the average monthly volume growth was 209% and the average quarterly volume growth was 199%

Fundamental Analysis Ratings

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

Valuation Rating: 66
P/E Growth Rating: 29
Price Growth Rating: 37
SMR Rating: 43
Profit Risk Rating: 34
Seasonality Score: -3 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeValue

Profile
Fundamentals
Details
Category
Large Value
Address
Guggenheim Investments805 King Farm Boulevard, Suite 600Rockville
Phone
N/A
Web
www.guggenheiminvestments.com
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
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MFs / NAMEPrice $Chg $Chg %
GGOIX21.05N/A
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Goldman Sachs Mid Cap Growth Instl
GREZX9.90N/A
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GuideStone Funds Global Rl Est Secs Inv
FNITX38.57-0.01
-0.03%
Fidelity Advisor New Insights M
CDEYX17.79-0.06
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Columbia Large Cap Value Inst3
JGQSX17.04-0.14
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Jensen Global Quality Growth J

SEGPX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, SEGPX has been closely correlated with FFFMX. These tickers have moved in lockstep 77% of the time. This A.I.-generated data suggests there is a high statistical probability that if SEGPX jumps, then FFFMX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SEGPX
1D Price
Change %
SEGPX100%
-0.22%
FFFMX - SEGPX
77%
Closely correlated
-0.05%
FFMMX - SEGPX
76%
Closely correlated
-0.03%
VVIAX - SEGPX
70%
Closely correlated
-0.07%
VIVAX - SEGPX
70%
Closely correlated
-0.09%
VIVIX - SEGPX
70%
Closely correlated
-0.09%
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