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SOCUX
Mutual Fund ticker: NASDAQ
AS OF
Dec 17 closing price
Price
$20.72
Change
-$0.10 (-0.48%)
Net Assets
26.87M

SOCUX Spirit of America Utilities C Forecast, Technical & Fundamental Analysis

Category Utilities
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 C MF is 49.35B. The market cap for tickers in the group ranges from 19.52B to 131.17B. NEE holds the highest valuation in this group at 131.17B. The lowest valued company is AEE at 19.52B.

Volume

The average weekly volume growth across all stocks in the Spirit of America Utilities C MF was 1%. For the same stocks of the MF, the average monthly volume growth was -32% and the average quarterly volume growth was -16%

Fundamental Analysis Ratings

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

Valuation Rating: 65
P/E Growth Rating: 37
Price Growth Rating: 46
SMR Rating: 64
Profit Risk Rating: 35
Seasonality Score: -1 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category Utilities

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

Correlation & Price change

A.I.dvisor indicates that over the last year, SOCUX 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 SOCUX jumps, then MMUKX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SOCUX
1D Price
Change %
SOCUX100%
-0.48%
MMUKX - SOCUX
95%
Closely correlated
-0.57%
MMUFX - SOCUX
95%
Closely correlated
-0.57%
FRUAX - SOCUX
88%
Closely correlated
-0.45%
FKUTX - SOCUX
88%
Closely correlated
-0.41%
VUIAX - SOCUX
88%
Closely correlated
-0.41%
More