Ad is loading...
MENU

SEVPX NAA SMid Cap Value P 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 capital growth. Under normal circumstances, the fund pursues its objective by investing at least 80% of its assets in Small- and Mid-capitalization securities that the Adviser considers having “value” characteristics. The fund manager defines “value” as investments that appear to be undervalued relative to assets, earnings, growth potential or cash flows. The fund will primarily invest in equity securities, including common stocks, REITs, options, warrants, convertible securities of U.S. and U.S. dollar-denominated foreign issuers, and American Depositary Receipts (“ADRs”).

Market Cap

The average market capitalization across the NAA SMid Cap Value P MF is 9.9B. 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 NAA SMid Cap Value P MF was -59%. For the same stocks of the MF, the average monthly volume growth was 55% and the average quarterly volume growth was 41%

Fundamental Analysis Ratings

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

Valuation Rating: 59
P/E Growth Rating: 43
Price Growth Rating: 47
SMR Rating: 63
Profit Risk Rating: 33
Seasonality Score: 22 (-100 ... +100)
View a ticker or compare two or three
Ad is loading...
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
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
FIICX19.96-0.22
-1.09%
Fidelity Advisor Mid Cap II C
ITHVX59.87-0.82
-1.35%
Hartford Capital Appreciation R6
WFLLX20.27-0.34
-1.65%
Allspring Large Cap Core Admin
JTKCX13.71-0.23
-1.65%
JHancock Global Thematic Opps C
JMCGX22.28-0.46
-2.02%
Jacob Discovery Fd Inv

SEVPX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, SEVPX has been closely correlated with MVCAX. These tickers have moved in lockstep 96% of the time. This A.I.-generated data suggests there is a high statistical probability that if SEVPX jumps, then MVCAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SEVPX
1D Price
Change %
SEVPX100%
-0.99%
MVCAX - SEVPX
96%
Closely correlated
-0.65%
JVMRX - SEVPX
91%
Closely correlated
-0.73%
VEVYX - SEVPX
87%
Closely correlated
-0.70%
VMVAX - SEVPX
86%
Closely correlated
-0.23%
VMVIX - SEVPX
85%
Closely correlated
-0.24%
More