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SEWIX
Mutual Fund ticker: NASDAQ
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SEWIX price forecast, quote, news & analysis

A.I.Advisor
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Notable companies

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOG), Unitedhealth Group (NYSE:UNH), Home Depot (NYSE:HD).

Industry description

The investment seeks to provide total return, comprised of capital appreciation and income. The fund will invest at least 80% of its assets (net assets, plus the amount of any borrowings for investment purposes) in equity securities. The advisor intends to invest in higher dividend-yielding equity securities. It is not limited in the percentage of assets it may invest in securities listed, traded or dealt in any one country, region or geographic area and it may invest in a number of countries throughout the world, including emerging markets. The fund may invest in a variety of investment vehicles.

Market Cap

The average market capitalization across the NAA World Equity Income Instl MF is 2.05T. The market cap for tickers in the group ranges from 380.15B to 3.36T. NVDA holds the highest valuation in this group at 3.36T. The lowest valued company is HD at 380.15B.

Volume

The average weekly volume growth across all stocks in the NAA World Equity Income Instl MF was -9%. For the same stocks of the MF, the average monthly volume growth was -16% and the average quarterly volume growth was -39%

Fundamental Analysis Ratings

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

Valuation Rating: 75
P/E Growth Rating: 51
Price Growth Rating: 31
SMR Rating: 37
Profit Risk Rating: 12
Seasonality Score: -38 (-100 ... +100)
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General Information

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