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SGFFX Sparrow Growth A Forecast, Technical & Fundamental Analysis

Category MidCapGrowth
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Alphabet (NASDAQ:GOOGL), Amazon.com (NASDAQ:AMZN), Meta Platforms (NASDAQ:META), VISA (NYSE:V), Walmart (NYSE:WMT), Mastercard (NYSE:MA), Netflix (NASDAQ:NFLX), McDonald's Corp (NYSE:MCD).

Industry description

The investment seeks long-term capital appreciation. The fund typically invests in a broad range of U.S. common stocks which the fund's adviser believes have above-average prospects for appreciation based on a proprietary investment model developed by the adviser. It may invest in stocks of all market capitalization ranges based on the adviser's assessment of the relative opportunities and risks of each category. Stocks are sold when there is a significant decline in earnings momentum, a better stock is found, or a significant breakdown in relative price performance occurs.

Market Cap

The average market capitalization across the Sparrow Growth A MF is 1.29T. The market cap for tickers in the group ranges from 181.22B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is MCD at 181.22B.

Volume

The average weekly volume growth across all stocks in the Sparrow Growth A MF was -2%. For the same stocks of the MF, the average monthly volume growth was 10% and the average quarterly volume growth was 4%

Fundamental Analysis Ratings

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

Valuation Rating: 73
P/E Growth Rating: 68
Price Growth Rating: 45
SMR Rating: 26
Profit Risk Rating: 25
Seasonality Score: 6 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category MidCapGrowth

Profile
Fundamentals
Details
Category
Mid-Cap Growth
Address
Unified Series Trust (Sparrow)211 NORTH BROADWAY SUITE 2080St. Louis
Phone
N/A
Web
www.sparrowfunds.com
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SGFFX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, SGFFX has been closely correlated with FSMAX. These tickers have moved in lockstep 71% of the time. This A.I.-generated data suggests there is a high statistical probability that if SGFFX jumps, then FSMAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SGFFX
1D Price
Change %
SGFFX100%
-0.62%
FSMAX - SGFFX
71%
Closely correlated
+1.07%
RPMGX - SGFFX
63%
Loosely correlated
+0.53%
RPTIX - SGFFX
63%
Loosely correlated
+0.53%
TRQZX - SGFFX
63%
Loosely correlated
+0.54%
PAMCX - SGFFX
62%
Loosely correlated
+0.53%
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