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SFEPX Guggenheim StylePlus - Large Core P Forecast, Technical & Fundamental Analysis

Category LargeBlend
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOG).

Industry description

The investment seeks long-term growth of capital. The fund seeks to exceed the total return of the S&P 500 Index. It pursues its objective by investing, under normal circumstances, at least 80% of its assets in: (i) equity securities issued by companies that have market capitalizations within the range of companies in the index; (ii) investment vehicles that provide exposure to companies that have market capitalizations within the range of companies in the index; and (iii) equity derivatives.

Market Cap

The average market capitalization across the Guggenheim StylePlus - Large Core P MF is 2.33T. The market cap for tickers in the group ranges from 1.94T to 2.78T. NVDA holds the highest valuation in this group at 2.78T. The lowest valued company is GOOG at 1.94T.

Volume

The average weekly volume growth across all stocks in the Guggenheim StylePlus - Large Core P MF was -23%. For the same stocks of the MF, the average monthly volume growth was 7% and the average quarterly volume growth was -40%

Fundamental Analysis Ratings

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

Valuation Rating: 84
P/E Growth Rating: 77
Price Growth Rating: 44
SMR Rating: 24
Profit Risk Rating: 16
Seasonality Score: -52 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeBlend

Profile
Fundamentals
Details
Category
Large Blend
Address
Guggenheim Investments805 King Farm Boulevard, Suite 600Rockville
Phone
N/A
Web
www.guggenheiminvestments.com
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SFEPX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, SFEPX has been closely correlated with VSMPX. These tickers have moved in lockstep 98% of the time. This A.I.-generated data suggests there is a high statistical probability that if SFEPX jumps, then VSMPX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SFEPX
1D Price
Change %
SFEPX100%
-0.30%
VSMPX - SFEPX
98%
Closely correlated
-0.24%
VSTSX - SFEPX
98%
Closely correlated
-0.24%
FXAIX - SFEPX
96%
Closely correlated
-0.29%
VTSMX - SFEPX
95%
Closely correlated
-0.24%
VITSX - SFEPX
95%
Closely correlated
-0.24%
More