MENU

SOIUX Spirit of America Utilts Inst Forecast, Technical & Fundamental Analysis

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

Category: #Utilities
Interact to see
Advertisement
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 Utilts Inst MF is 71B. The market cap for tickers in the group ranges from 29.52B to 181.31B. NEE holds the highest valuation in this group at 181.31B. The lowest valued company is DTE at 29.52B.

Volume

The average weekly volume growth across all stocks in the Spirit of America Utilts Inst MF was 37%. For the same stocks of the MF, the average monthly volume growth was 9% and the average quarterly volume growth was -3%

Fundamental Analysis Ratings

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

Valuation Rating: 56
P/E Growth Rating: 52
Price Growth Rating: 54
SMR Rating: 66
Profit Risk Rating: 30
Seasonality Score: -43 (-100 ... +100)
View a ticker or compare two or three
Interact to see
Advertisement
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
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
HNVIX43.580.22
+0.51%
Heartland Value Plus Institutional
FZAIX63.180.15
+0.24%
Fidelity Advisor International Discv Z
EQNUX25.600.01
+0.04%
MFS Equity Income R4
CHCZX13.65-0.09
-0.66%
AB Discovery Growth Z
PMPIX129.13-6.39
-4.72%
ProFunds Precious Metals UltraSector Inv

SOIUX and MutualFunds

Correlation & Price change

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SOIUX
1D Price
Change %
SOIUX100%
-0.52%
MMUKX - SOIUX
95%
Closely correlated
-0.83%
MMUFX - SOIUX
95%
Closely correlated
-0.87%
VUIAX - SOIUX
92%
Closely correlated
-0.70%
FKUTX - SOIUX
88%
Closely correlated
-0.59%
FRUAX - SOIUX
84%
Closely correlated
-0.62%
More
Spirit of America Utilts Inst (SOIUX) mutual fund Forecast, Price Targets and Analysts Predictions - Tickeron.com