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SGLIX SGI Global Equity I Forecast, Technical & Fundamental Analysis

A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Alphabet (NASDAQ:GOOG), Colgate-Palmolive Company (NYSE:CL).

Industry description

The investment seeks long-term capital appreciation. Under normal market conditions, the fund invests at least 80% of the value of its net assets, plus any borrowings for investment purposes, in equity securities. It invests, under normal market conditions, significantly (ordinarily at least 40% - unless market conditions are not deemed favorable by the Adviser, in which case the fund would invest at least 30%) in non-U.S. companies. The fund's investments in equity securities include, without limitation, common stocks, preferred stocks, warrants to acquire common stock, and securities convertible into common stock.

Market Cap

The average market capitalization across the SGI Global Equity I MF is 570.2B. The market cap for tickers in the group ranges from 15.55B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is NICE at 15.55B.

Volume

The average weekly volume growth across all stocks in the SGI Global Equity I MF was -5%. For the same stocks of the MF, the average monthly volume growth was 13% and the average quarterly volume growth was -13%

Fundamental Analysis Ratings

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

Valuation Rating: 53
P/E Growth Rating: 72
Price Growth Rating: 46
SMR Rating: 44
Profit Risk Rating: 38
Seasonality Score: 32 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category ForeignLargeBlend

Profile
Fundamentals
Details
Category
Global Large-Stock Blend
Address
RBB Fund Inc (Summit)Bellevue Park Corporate Center, 103 Bellevue ParkwayWilmington
Phone
(302) 791-1851
Web
www.summitglobalinvestments.com
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SGLIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, SGLIX has been closely correlated with RWIFX. These tickers have moved in lockstep 95% of the time. This A.I.-generated data suggests there is a high statistical probability that if SGLIX jumps, then RWIFX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SGLIX
1D Price
Change %
SGLIX100%
+0.02%
RWIFX - SGLIX
95%
Closely correlated
-0.06%
CWGCX - SGLIX
91%
Closely correlated
-0.06%
CWGFX - SGLIX
91%
Closely correlated
-0.07%
WGIFX - SGLIX
79%
Closely correlated
-0.06%
CWIAX - SGLIX
79%
Closely correlated
-0.06%
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