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SGHIX Sextant Global High Income Forecast, Technical & Fundamental Analysis

A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Verizon Communications (NYSE:VZ), BHP Group Limited (NYSE:BHP).

Industry description

The investment seeks high income, with a secondary objective of capital preservation. The fund invests at least 80% of its net assets in a globally diversified portfolio of income-producing debt and equity securities, including preferred stocks, depositary receipts, and high-yield bonds ("junk bonds"). The fund normally invests its assets no more than 50% in common stocks, no more than 50% in securities of U.S. issuers, no more than 50% in bonds rated A3 or higher, no more than 33% in securities of emerging market issuers.

Market Cap

The average market capitalization across the Sextant Global High Income MF is 115.93B. The market cap for tickers in the group ranges from 51.7B to 213.22B. SHEL holds the highest valuation in this group at 213.22B. The lowest valued company is ANZGY at 51.7B.

Volume

The average weekly volume growth across all stocks in the Sextant Global High Income MF was 23%. For the same stocks of the MF, the average monthly volume growth was 24% and the average quarterly volume growth was 1%

Fundamental Analysis Ratings

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

Valuation Rating: 29
P/E Growth Rating: 22
Price Growth Rating: 54
SMR Rating: 48
Profit Risk Rating: 56
Seasonality Score: -41 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category WorldAllocation

Profile
Fundamentals
Details
Category
Global Allocation
Address
Saturna Investment Trust1300 N. State Street, P.O. Box 2838Bellingham
Phone
(360) 734-9900
Web
www.saturna.com
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SGHIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, SGHIX has been closely correlated with CIBCX. These tickers have moved in lockstep 85% of the time. This A.I.-generated data suggests there is a high statistical probability that if SGHIX jumps, then CIBCX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SGHIX
1D Price
Change %
SGHIX100%
+0.09%
CIBCX - SGHIX
85%
Closely correlated
+0.26%
CIRAX - SGHIX
69%
Closely correlated
+0.26%
CIREX - SGHIX
69%
Closely correlated
+0.27%
RIRAX - SGHIX
69%
Closely correlated
+0.26%
RIRFX - SGHIX
69%
Closely correlated
+0.27%
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