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SGIGX Steward Global Equity Income Fund R6 Forecast, Technical & Fundamental Analysis

A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Taiwan Semiconductor Manufacturing Company Ltd (NYSE:TSM), McDonald's Corp (NYSE:MCD), Abbott Laboratories (NYSE:ABT), Texas Instruments (NASDAQ:TXN), Cigna Group (The) (NYSE:CI), Canadian Natural Resources Limited (NYSE:CNQ), Juniper Networks (NYSE:JNPR).

Industry description

The investment seeks current income along with growth of capital. The fund invests in U.S. and non-U.S. dividend-paying stocks that have demonstrated above-median yield and a positive trend in dividend payouts and favorable earnings growth. It invests primarily in common stocks of companies that represent a broad spectrum of the global economy and a range of market capitalizations, including large-cap, mid-cap and small-cap. The fund will generally seek to have 30% to 50% of its net assets, and, under normal market conditions, no less than 30% of its net assets, invested in securities of non-U.S. issuers.

Market Cap

The average market capitalization across the Steward Global Equity Income Fund R6 MF is 182.24B. The market cap for tickers in the group ranges from 10.89B to 824.08B. TSM holds the highest valuation in this group at 824.08B. The lowest valued company is TPR at 10.89B.

Volume

The average weekly volume growth across all stocks in the Steward Global Equity Income Fund R6 MF was 39%. For the same stocks of the MF, the average monthly volume growth was 29% and the average quarterly volume growth was 77%

Fundamental Analysis Ratings

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

Valuation Rating: 22
P/E Growth Rating: 33
Price Growth Rating: 45
SMR Rating: 50
Profit Risk Rating: 19
Seasonality Score: 43 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category ForeignLargeValue

Profile
Fundamentals
Details
Category
Global Large-Stock Value
Address
Steward Funds, Inc.5847 San Felipe, Suite 4100Houston
Phone
N/A
Web
www.stewardmutualfunds.com
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SGIGX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, SGIGX has been closely correlated with DOXWX. These tickers have moved in lockstep 89% of the time. This A.I.-generated data suggests there is a high statistical probability that if SGIGX jumps, then DOXWX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SGIGX
1D Price
Change %
SGIGX100%
-1.21%
DOXWX - SGIGX
89%
Closely correlated
-0.73%
BIBDX - SGIGX
88%
Closely correlated
-1.23%
DGEFX - SGIGX
88%
Closely correlated
-0.39%
PRGEX - SGIGX
85%
Closely correlated
-0.61%
TRZRX - SGIGX
82%
Closely correlated
-0.13%
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