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SOAUX Spirit of America Utilities A Forecast, Technical & Fundamental Analysis

The investment seeks to provide investors current income and capital appreciation... Show more

Category: #Utilities
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Nextera Energy Inc (NYSE:NEE).

Industry description

The investment seeks to provide investors current income and capital appreciation. The fund seeks to achieve its investment objective by investing, under normal circumstances, at least 80% of its net assets plus any borrowings in a combination of securities and other assets of utility and utility related companies. These are companies that are principally engaged in utilities operations such as providing electricity, natural gas, water, internet services, email (electronic mail), data communications, mobile and cellular infrastructure to the public.

Market Cap

The average market capitalization across the Spirit of America Utilities A MF is 71.2B. The market cap for tickers in the group ranges from 30.07B to 180.93B. NEE holds the highest valuation in this group at 180.93B. The lowest valued company is AEE at 30.07B.

Volume

The average weekly volume growth across all stocks in the Spirit of America Utilities A MF was 142%. For the same stocks of the MF, the average monthly volume growth was 25% and the average quarterly volume growth was -7%

Fundamental Analysis Ratings

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

Valuation Rating: 60
P/E Growth Rating: 54
Price Growth Rating: 40
SMR Rating: 65
Profit Risk Rating: 31
Seasonality Score: 35 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category Utilities

Profile
Details
Category
Utilities
Address
Spirit of America Investment Fund Inc477 Jericho TurnpikeSyosset
Phone
N/A
Web
N/A
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SOAUX and MutualFunds

Correlation & Price change

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SOAUX
1D Price
Change %
SOAUX100%
+0.64%
MMUKX - SOAUX
95%
Closely correlated
+0.53%
MMUFX - SOAUX
95%
Closely correlated
+0.54%
VUIAX - SOAUX
91%
Closely correlated
+0.72%
FKUTX - SOAUX
86%
Closely correlated
+0.59%
FRUAX - SOAUX
84%
Closely correlated
+0.58%
More
Spirit of America Utilities A (SOAUX) mutual fund Forecast, Price Targets and Analysts Predictions - Tickeron.com