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SEVAX Guggenheim SMid Cap Value A Forecast, Technical & Fundamental Analysis

Category MidCapValue
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Pioneer Natural Resource Co (null:PXD).

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 a diversified portfolio of equity securities, which include common stocks, rights, options, warrants, convertible debt securities, and American Depositary Receipts ("ADRs"), that, when purchased, have market capitalizations that are usually within the range of companies in the Russell 2500® Value Index.

Market Cap

The average market capitalization across the Guggenheim SMid Cap Value A MF is 9.77B. The market cap for tickers in the group ranges from 3.64B to 61.67B. PXD holds the highest valuation in this group at 61.67B. The lowest valued company is EVH at 3.64B.

Volume

The average weekly volume growth across all stocks in the Guggenheim SMid Cap Value A MF was -28%. For the same stocks of the MF, the average monthly volume growth was -15% and the average quarterly volume growth was -16%

Fundamental Analysis Ratings

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

Valuation Rating: 54
P/E Growth Rating: 36
Price Growth Rating: 47
SMR Rating: 65
Profit Risk Rating: 36
Seasonality Score: 50 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category MidCapValue

Profile
Fundamentals
Details
Category
Mid-Cap Value
Address
Guggenheim Investments805 King Farm Boulevard, Suite 600Rockville
Phone
N/A
Web
www.guggenheiminvestments.com
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SEVAX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, SEVAX has been closely correlated with JVMTX. These tickers have moved in lockstep 93% of the time. This A.I.-generated data suggests there is a high statistical probability that if SEVAX jumps, then JVMTX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SEVAX
1D Price
Change %
SEVAX100%
+1.68%
JVMTX - SEVAX
93%
Closely correlated
+1.21%
VMVAX - SEVAX
92%
Closely correlated
+1.00%
JVMRX - SEVAX
90%
Closely correlated
+1.21%
VMVIX - SEVAX
85%
Closely correlated
+1.00%
JVMCX - SEVAX
82%
Closely correlated
+1.22%
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