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SJVIX
Mutual Fund ticker: NASDAQ
AS OF
Jan 17 closing price
Price
$29.04
Change
+$0.17 (+0.59%)
Net Assets
72.2M

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

Category LargeValue
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A.I.Advisor
published Highlights

Notable companies

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).

Industry description

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.

Market Cap

The average market capitalization across the Steward Large Cap Value I MF is 217.57B. 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.

Volume

The average weekly volume growth across all stocks in the Steward Large Cap Value I MF was 13%. For the same stocks of the MF, the average monthly volume growth was 14% and the average quarterly volume growth was 24%

Fundamental Analysis Ratings

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

Valuation Rating: 62
P/E Growth Rating: 32
Price Growth Rating: 39
SMR Rating: 44
Profit Risk Rating: 32
Seasonality Score: 12 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeValue

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

Correlation & Price change

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SJVIX
1D Price
Change %
SJVIX100%
N/A
RMFEX - SJVIX
89%
Closely correlated
+0.52%
RMEBX - SJVIX
89%
Closely correlated
+0.54%
RMFCX - SJVIX
89%
Closely correlated
+0.54%
FFFMX - SJVIX
87%
Closely correlated
+0.52%
FFMMX - SJVIX
86%
Closely correlated
+0.54%
More