MENU
+Compare
SGNFX
Mutual Fund ticker: NASDAQ
AS OF
Apr 3 closing price
Price
$42.64
Change
-$2.02 (-4.52%)
Net Assets
61.47M

SGNFX Sparrow Growth No-Load Forecast, Technical & Fundamental Analysis

The investment seeks long-term capital appreciation... Show more

Category: #Large Growth
Ad is loading...
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), 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 227.39B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is MCD at 227.39B.

Volume

The average weekly volume growth across all stocks in the Sparrow Growth No-Load MF was -1%. For the same stocks of the MF, the average monthly volume growth was -18% and the average quarterly volume growth was 9%

Fundamental Analysis Ratings

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

Valuation Rating: 61
P/E Growth Rating: 55
Price Growth Rating: 51
SMR Rating: 24
Profit Risk Rating: 18
Seasonality Score: -5 (-100 ... +100)
View a ticker or compare two or three
Ad is loading...
A.I. Advisor
published General Information

General Information

Category LargeGrowth

Profile
Fundamentals
Details
Category
Large Growth
Address
Unified Series Trust (Sparrow)211 NORTH BROADWAY SUITE 2080St. Louis
Phone
N/A
Web
www.sparrowfunds.com
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
HOVLX52.01N/A
N/A
Homestead Value
LMVYX27.54N/A
N/A
Lord Abbett Focused Small Cap Value I
EQIRX12.03N/A
N/A
Allspring Emerging Markets Eq Advtg R6
RSEBX61.67N/A
N/A
American Funds SMALLCAP World R2E
PRUQX15.41N/A
N/A
PGIM Jennison Utility R6

SGNFX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, SGNFX has been closely correlated with VIGIX. These tickers have moved in lockstep 97% of the time. This A.I.-generated data suggests there is a high statistical probability that if SGNFX jumps, then VIGIX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SGNFX
1D Price
Change %
SGNFX100%
N/A
VIGIX - SGNFX
97%
Closely correlated
N/A
VIGRX - SGNFX
97%
Closely correlated
N/A
VIGAX - SGNFX
97%
Closely correlated
N/A
FAFGX - SGNFX
89%
Closely correlated
N/A
FFAFX - SGNFX
89%
Closely correlated
N/A
More