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SGNFX
Mutual Fund ticker: NASDAQ
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SGNFX price forecast, quote, news & analysis

Category: @Mid-Cap Growth
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META), Walmart (NYSE:WMT), VISA (NYSE:V), 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 No-Load MF is 1.33T. The market cap for tickers in the group ranges from 208.02B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is MCD at 208.02B.

Volume

The average weekly volume growth across all stocks in the Sparrow Growth No-Load MF was 22%. For the same stocks of the MF, the average monthly volume growth was 58% and the average quarterly volume growth was 78%

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: 62
Price Growth Rating: 34
SMR Rating: 24
Profit Risk Rating: 18
Seasonality Score: 0 (-100 ... +100)
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A.I.Advisor
published price charts
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