MENU

SFGCX NAA World Equity Income C Forecast, Technical & Fundamental Analysis

A.I.Advisor
published Highlights

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 C MF is 2.06T. The market cap for tickers in the group ranges from 380.15B to 3.59T. NVDA holds the highest valuation in this group at 3.59T. The lowest valued company is HD at 380.15B.

Volume

The average weekly volume growth across all stocks in the NAA World Equity Income C MF was -28%. For the same stocks of the MF, the average monthly volume growth was -4% and the average quarterly volume growth was -33%

Fundamental Analysis Ratings

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

Valuation Rating: 74
P/E Growth Rating: 60
Price Growth Rating: 29
SMR Rating: 26
Profit Risk Rating: 13
Seasonality Score: 0 (-100 ... +100)
View a ticker or compare two or three
Ad is loading...
A.I. Advisor
published General Information

General Information

Category ForeignLargeValue

Profile
Fundamentals
Details
Category
Global Large-Stock 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 %
VMVIX67.47N/A
N/A
Vanguard Mid-Cap Value Index Investor
GGOUX24.03N/A
N/A
Goldman Sachs Mid Cap Growth R6
VRESX15.80N/A
N/A
Virtus KAR Emerging Markets Small-Cap R6
PMPRX18.81-0.06
-0.32%
Principal MidCap Value I R3
BUFOX17.36-0.19
-1.08%
Buffalo Early Stage Growth Fd

SFGCX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, SFGCX has been closely correlated with BIBDX. These tickers have moved in lockstep 92% of the time. This A.I.-generated data suggests there is a high statistical probability that if SFGCX jumps, then BIBDX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SFGCX
1D Price
Change %
SFGCX100%
-0.14%
BIBDX - SFGCX
92%
Closely correlated
-0.30%
PRGEX - SFGCX
88%
Closely correlated
-0.60%
DOXWX - SFGCX
87%
Closely correlated
-0.24%
DGEFX - SFGCX
87%
Closely correlated
-0.08%
DODWX - SFGCX
82%
Closely correlated
-0.24%
More