SJVIX Steward Large Cap Value I Forecast, Technical & Fundamental Analysis

The most notable companies in this group are JPMorgan Chase & Co (NYSE:JPM), Bank of America Corp (NYSE:BAC), International Business Machines Corp (NYSE:IBM), Cisco Systems (NASDAQ:CSCO), Verizon Communications (NYSE:VZ), American Express Company (NYSE:AXP), Elevance Health (NYSE:ELV), Gilead Sciences (NASDAQ:GILD).

The investment seeks long-term capital appreciation. The fund’s principal investment strategy is to invest in a portfolio of large‑cap value securities, subject to the limitations of the fund’s values-based screening policies. Under normal market conditions, it invests at least 80% of its assets in securities of large‑cap companies. The fund may invest a portion of its assets in small- and mid‑cap companies. It may also invest in other investment companies and real estate investment trusts.

The average market capitalization across the Steward Large Cap Value I MF is 218B. The market cap for tickers in the group ranges from 90.79B to 632.33B. BRK.B holds the highest valuation in this group at 632.33B. The lowest valued company is GILD at 90.79B.

The average weekly volume growth across all stocks in the Steward Large Cap Value I MF was 3%. For the same stocks of the MF, the average monthly volume growth was -23% and the average quarterly volume growth was -17%