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SEPCX
Mutual Fund ticker: NASDAQ
AS OF
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Price
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Net Assets
1.61M

SEPCX Saratoga Energy & Basic Materials C Forecast, Technical & Fundamental Analysis

A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Exxon Mobil Corp (NYSE:XOM), Chevron Corp (NYSE:CVX), ConocoPhillips (NYSE:COP), Suncor Energy (NYSE:SU).

Industry description

The investment seeks long-term growth of capital. The fund will normally invest at least 80% of its total assets in equity securities issued by U.S. and foreign Energy and Basic Materials Companies, regardless of their stock market value (or "market capitalization"). It utilizes the Standard & Poor's classification system for purposes of determining whether a company is an "Energy or Basic Materials Company". Standard & Poor's maintains a proprietary classification system similar to the North American Industry Classification System, which classifies companies according to industry sectors and groups.

Market Cap

The average market capitalization across the Saratoga Energy & Basic Materials C MF is 91.41B. The market cap for tickers in the group ranges from 27.4B to 416.48B. XOM holds the highest valuation in this group at 416.48B. The lowest valued company is PKX at 27.4B.

Volume

The average weekly volume growth across all stocks in the Saratoga Energy & Basic Materials C MF was -5%. For the same stocks of the MF, the average monthly volume growth was -37% and the average quarterly volume growth was -36%

Fundamental Analysis Ratings

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

Valuation Rating: 41
P/E Growth Rating: 32
Price Growth Rating: 45
SMR Rating: 48
Profit Risk Rating: 38
Seasonality Score: 10 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category NaturalResources

Profile
Fundamentals
Details
Category
Natural Resources
Address
Saratoga Advantage Trust4020 South 147th Street, Suite #2Omaha
Phone
N/A
Web
www.saratogacap.com
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SEPCX and

Correlation & Price change

A.I.dvisor indicates that over the last year, SEPCX has been closely correlated with FIQRX. These tickers have moved in lockstep 95% of the time. This A.I.-generated data suggests there is a high statistical probability that if SEPCX jumps, then FIQRX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SEPCX
1D Price
Change %
SEPCX100%
+0.50%
FIQRX - SEPCX
95%
Closely correlated
+0.74%
FFGTX - SEPCX
95%
Closely correlated
+0.74%
PRNEX - SEPCX
93%
Closely correlated
+0.20%
TRNEX - SEPCX
93%
Closely correlated
+0.20%
DLDYX - SEPCX
85%
Closely correlated
-0.06%
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