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SESLX
Mutual Fund ticker: NASDAQ
AS OF
Apr 3 closing price
Price
$29.22
Change
-$0.87 (-2.89%)
Net Assets
857.65M

SESLX 1919 Socially Responsive Balanced C Forecast, Technical & Fundamental Analysis

The investment seeks to provide high total return consisting of capital appreciation and current income... 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), Apple (NASDAQ:AAPL), NVIDIA Corp (NASDAQ:NVDA), Alphabet (NASDAQ:GOOGL), Amazon.com (NASDAQ:AMZN), Eli Lilly & Co (NYSE:LLY), Broadcom Inc. (NASDAQ:AVGO), Boston Scientific Corp (NYSE:BSX).

Industry description

The investment seeks to provide high total return consisting of capital appreciation and current income. The fund invests in a mix of common stocks and other equity securities of U.S. companies of any market capitalization and fixed income securities which are primarily investment grade and may be of any maturity. Normally, it will maintain at least 65% of the value of its assets in equity securities and at least 25% of the value of its assets in fixed income securities. Fixed income securities include asset- and mortgage-backed securities.

Market Cap

The average market capitalization across the 1919 Socially Responsive Balanced C MF is 1.58T. The market cap for tickers in the group ranges from 100.1B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is BSX at 100.1B.

Volume

The average weekly volume growth across all stocks in the 1919 Socially Responsive Balanced C MF was -22%. For the same stocks of the MF, the average monthly volume growth was -42% and the average quarterly volume growth was -7%

Fundamental Analysis Ratings

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

Valuation Rating: 64
P/E Growth Rating: 62
Price Growth Rating: 58
SMR Rating: 34
Profit Risk Rating: 15
Seasonality Score: 3 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category ModerateAllocation

Profile
Fundamentals
Details
Category
Moderate Allocation
Address
615 East Michigan StreetMilwaukee
Phone
414-287-3700
Web
N/A
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SESLX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, SESLX has been closely correlated with VBINX. These tickers have moved in lockstep 97% of the time. This A.I.-generated data suggests there is a high statistical probability that if SESLX jumps, then VBINX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SESLX
1D Price
Change %
SESLX100%
N/A
VBINX - SESLX
97%
Closely correlated
N/A
VBIAX - SESLX
97%
Closely correlated
N/A
VBAIX - SESLX
97%
Closely correlated
N/A
BALCX - SESLX
92%
Closely correlated
-2.58%
CLBFX - SESLX
92%
Closely correlated
-2.57%
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