SOAVX Spirit of America Large Cap Value A Forecast, Technical & Fundamental Analysis

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Apple (NASDAQ:AAPL), Alphabet (NASDAQ:GOOGL), Microsoft Corp (NASDAQ:MSFT), Amazon.com (NASDAQ:AMZN), JPMorgan Chase & Co (NYSE:JPM), Advanced Micro Devices (NASDAQ:AMD), Oracle Corp (NYSE:ORCL), Applied Materials (NASDAQ:AMAT), Caterpillar (NYSE:CAT).

The investment seeks to provide capital appreciation with a secondary objective of current income. The fund's advisor focuses on the large cap value segment of the U.S. equity market. It invests at least 80% of its total assets in large cap equity securities of companies in the value segment of the market. The advisor considers a company to be a large cap company if it has a market capitalization of $5 billion or greater at the time of purchase. To earn current income, the fund will invest in the equity securities of companies that have a proven history of paying consistent dividends. It may also invest in MLPs.

The average market capitalization across the Spirit of America Large Cap Value A MF is 2.01T. The market cap for tickers in the group ranges from 380.56B to 5.2T. NVDA holds the highest valuation in this group at 5.2T. The lowest valued company is CAT at 380.56B.

The average weekly volume growth across all stocks in the Spirit of America Large Cap Value A MF was 13%. For the same stocks of the MF, the average monthly volume growth was -16% and the average quarterly volume growth was -65%