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SRFMX
Mutual Fund ticker: NASDAQ
AS OF
Apr 24 closing price
Price
$13.37
Change
+$0.31 (+2.37%)
Net Assets
84.67M

SRFMX Sarofim Equity Forecast, Technical & Fundamental Analysis

The investment seeks long-term capital appreciation consistent with the preservation of capital; current income is a secondary goal... Show more

Category: #Large Blend
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOG), VISA (NYSE:V), Unitedhealth Group (NYSE:UNH), Texas Instruments (NASDAQ:TXN), Hess Corp (NYSE:HES).

Industry description

The investment seeks long-term capital appreciation consistent with the preservation of capital; current income is a secondary goal. Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities. It invests primarily in the common stock of U.S. and foreign based companies listed on U.S. exchanges, but the fund may also invest up to 25% of its net assets in foreign-based companies listed on foreign exchanges, either directly or through American Depositary Receipts ("ADRs"). It focuses on companies with market capitalizations exceeding $5 billion at the time of purchase.

Market Cap

The average market capitalization across the Sarofim Equity MF is 1.16T. The market cap for tickers in the group ranges from 46.88B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is HES at 46.88B.

Volume

The average weekly volume growth across all stocks in the Sarofim Equity MF was 7%. For the same stocks of the MF, the average monthly volume growth was 28% and the average quarterly volume growth was 65%

Fundamental Analysis Ratings

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

Valuation Rating: 49
P/E Growth Rating: 67
Price Growth Rating: 65
SMR Rating: 36
Profit Risk Rating: 32
Seasonality Score: 8 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeBlend

Profile
Fundamentals
Details
Category
Large Blend
Address
Sarofim Equity FundP.O. Box 588Portland
Phone
N/A
Web
www.sarofim.com
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SRFMX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, SRFMX has been closely correlated with VSMPX. These tickers have moved in lockstep 72% of the time. This A.I.-generated data suggests there is a high statistical probability that if SRFMX jumps, then VSMPX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SRFMX
1D Price
Change %
SRFMX100%
N/A
VSMPX - SRFMX
72%
Closely correlated
N/A
VSTSX - SRFMX
72%
Closely correlated
N/A
VFFSX - SRFMX
71%
Closely correlated
N/A
FXAIX - SRFMX
69%
Closely correlated
N/A
VTSAX - SRFMX
69%
Closely correlated
N/A
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