SEWIX NAA World Equity Income Instl Forecast, Technical & Fundamental Analysis

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).

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.

The average market capitalization across the NAA World Equity Income Instl MF is 2.02T. The market cap for tickers in the group ranges from 380.15B to 3.19T. NVDA holds the highest valuation in this group at 3.19T. The lowest valued company is HD at 380.15B.

The average weekly volume growth across all stocks in the NAA World Equity Income Instl MF was 30%. For the same stocks of the MF, the average monthly volume growth was -9% and the average quarterly volume growth was -42%