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SEGPX
Mutual Fund ticker: NASDAQ
AS OF
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Price
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Change
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Net Assets
35.54M

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 JPMorgan Chase & Co (NYSE:JPM), Walmart (NYSE:WMT), Chevron Corp (NYSE:CVX), Bank of America Corp (NYSE:BAC), 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 239.35B. The market cap for tickers in the group ranges from 8.18B to 632.33B. BRK.B holds the highest valuation in this group at 632.33B. The lowest valued company is CW at 8.18B.

Volume

The average weekly volume growth across all stocks in the Guggenheim Large Cap Value P MF was 24%. For the same stocks of the MF, the average monthly volume growth was -5% and the average quarterly volume growth was 14%

Fundamental Analysis Ratings

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

Valuation Rating: 56
P/E Growth Rating: 48
Price Growth Rating: 45
SMR Rating: 49
Profit Risk Rating: 48
Seasonality Score: 22 (-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
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SEGPX and

Correlation & Price change

A.I.dvisor indicates that over the last year, SEGPX has been closely correlated with VIVAX. These tickers have moved in lockstep 79% of the time. This A.I.-generated data suggests there is a high statistical probability that if SEGPX jumps, then VIVAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SEGPX
1D Price
Change %
SEGPX100%
-0.74%
VIVAX - SEGPX
79%
Closely correlated
-0.71%
DOXGX - SEGPX
78%
Closely correlated
-0.79%
DODGX - SEGPX
78%
Closely correlated
-0.79%
VIVIX - SEGPX
78%
Closely correlated
-0.71%
VVIAX - SEGPX
78%
Closely correlated
-0.71%
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