MENU
+Compare
SFPAX
Mutual Fund ticker: NASDAQ
AS OF
Dec 18 closing price
Price
$10.14
Change
-$0.33 (-3.15%)
Net Assets
1.62M

SFPAX Saratoga Financial Service A Forecast, Technical & Fundamental Analysis

Category Financial
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are VISA (NYSE:V), JPMorgan Chase & Co (NYSE:JPM), Mastercard (NYSE:MA), Bank of America Corp (NYSE:BAC), Wells Fargo & Co (NYSE:WFC), CME Group (NASDAQ:CME).

Industry description

The investment seeks long-term growth of capital. The fund will normally invest at least 80% of its total assets in U.S. and foreign equity securities issued by financial services companies, regardless of their stock market value (or "market capitalization"). Equity securities include common stocks, securities convertible into common stocks, preferred stocks and warrants. Up to 20% of the Portfolio's total assets may be invested in U.S. and foreign securities outside of financial companies.

Market Cap

The average market capitalization across the Saratoga Financial Service A MF is 263.49B. The market cap for tickers in the group ranges from 43.57B to 632.33B. BRK.B holds the highest valuation in this group at 632.33B. The lowest valued company is AMP at 43.57B.

Volume

The average weekly volume growth across all stocks in the Saratoga Financial Service A MF was 6%. For the same stocks of the MF, the average monthly volume growth was -14% and the average quarterly volume growth was 9%

Fundamental Analysis Ratings

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

Valuation Rating: 85
P/E Growth Rating: 39
Price Growth Rating: 39
SMR Rating: 42
Profit Risk Rating: 20
Seasonality Score: 41 (-100 ... +100)
View a ticker or compare two or three
Ad is loading...
A.I. Advisor
published General Information

General Information

Category Financial

Profile
Fundamentals
Details
Category
Financial
Address
Saratoga Advantage Trust4020 South 147th Street, Suite #2Omaha
Phone
N/A
Web
www.saratogacap.com
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
WAMFX23.84N/A
N/A
Boston Trust Walden Midcap
ALIBX12.55N/A
N/A
ALPS/Smith Balanced Opportunity Inv
HHHSX17.22-0.08
-0.46%
Hartford Schroders Emerging Mkts Eq R4
LCRIX21.77-0.13
-0.59%
Leuthold Core Investment I
VSMVX408.77-5.89
-1.42%
Vanguard S&P Small-Cap 600 Val Idx Instl

SFPAX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, SFPAX has been closely correlated with RPFGX. These tickers have moved in lockstep 93% of the time. This A.I.-generated data suggests there is a high statistical probability that if SFPAX jumps, then RPFGX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SFPAX
1D Price
Change %
SFPAX100%
-0.85%
RPFGX - SFPAX
93%
Closely correlated
-1.05%
DVFYX - SFPAX
92%
Closely correlated
-1.04%
DFFCX - SFPAX
92%
Closely correlated
-1.05%
VFAIX - SFPAX
92%
Closely correlated
-0.88%
PRISX - SFPAX
87%
Closely correlated
-1.03%
More