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SOIVX Spirit of America Large Cap Value Inst Forecast, Technical & Fundamental Analysis

Category LargeBlend
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOGL), JPMorgan Chase & Co (NYSE:JPM), Costco Wholesale Corp (NASDAQ:COST), Oracle Corp (NYSE:ORCL), ABBVIE (NYSE:ABBV), Caterpillar (NYSE:CAT).

Industry description

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.

Market Cap

The average market capitalization across the Spirit of America Large Cap Value Inst MF is 1.52T. The market cap for tickers in the group ranges from 181.64B to 3.48T. NVDA holds the highest valuation in this group at 3.48T. The lowest valued company is CAT at 181.64B.

Volume

The average weekly volume growth across all stocks in the Spirit of America Large Cap Value Inst MF was 51%. For the same stocks of the MF, the average monthly volume growth was 28% 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: 77
P/E Growth Rating: 52
Price Growth Rating: 32
SMR Rating: 20
Profit Risk Rating: 10
Seasonality Score: -3 (-100 ... +100)
View a ticker or compare two or three
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A.I. Advisor
published General Information

General Information

Category LargeBlend

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

Correlation & Price change

A.I.dvisor indicates that over the last year, SOIVX has been closely correlated with FXAIX. These tickers have moved in lockstep 94% of the time. This A.I.-generated data suggests there is a high statistical probability that if SOIVX jumps, then FXAIX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SOIVX
1D Price
Change %
SOIVX100%
-1.39%
FXAIX - SOIVX
94%
Closely correlated
-1.31%
VSMPX - SOIVX
91%
Closely correlated
-1.30%
VITSX - SOIVX
91%
Closely correlated
-1.31%
VSTSX - SOIVX
91%
Closely correlated
-1.31%
VTSMX - SOIVX
91%
Closely correlated
-1.31%
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