SSEFX SouthernSun U.S. Equity, N Forecast, Technical & Fundamental Analysis

The investment seeks to provide long-term capital appreciation... Show more

Category: #Small Blend

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A.I.Advisor

published Highlights

Industry description

The investment seeks to provide long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its assets (defined as net assets plus any borrowing for investment purposes) in equity securities (common stocks) of U.S. companies. The Adviser seeks to achieve the fund's investment objective by investing primarily in common stocks of small to middle capitalization U.S. companies that the Adviser selects using a research-driven, value-oriented investment strategy. The fund is non-diversified.

Market Cap

The average market capitalization across the SouthernSun U.S. Equity, N MF is 7.87B. The market cap for tickers in the group ranges from 350.7M to 16.23B. WSO holds the highest valuation in this group at 16.23B. The lowest valued company is MGPI at 350.7M.

Volume

The average weekly volume growth across all stocks in the SouthernSun U.S. Equity, N MF was 17%. For the same stocks of the MF, the average monthly volume growth was 0% and the average quarterly volume growth was -59%

Fundamental Analysis Ratings

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

Valuation Rating: 41

P/E Growth Rating: 44

Price Growth Rating: 57

SMR Rating: 59

Profit Risk Rating: 75

Seasonality Score: 11 (-100 ... +100)

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A.I. Advisor

published General Information

General Information

Category SmallBlend

Profile

Details

	1 Day
JEMWX	54.53	0.35	+0.65%
JPMorgan Emerging Markets Equity R6
JISGX	26.59	0.05	+0.19%
JPMorgan Small Cap Growth L
BKBDX	12.84	-0.11	-0.85%
BlackRock Global Dividend K
BOSYX	17.32	-0.21	-1.20%
BNY Mellon Sm Cp Val Y
KNGLX	11.33	-0.18	-1.56%
Vest S&P500 Div Aristocrats Trgt Inc Inv

SSEFX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, SSEFX has been closely correlated with VRTIX. These tickers have moved in lockstep 84% of the time. This A.I.-generated data suggests there is a high statistical probability that if SSEFX jumps, then VRTIX could also see price increases.

Ticker / NAME	Correlation To SSEFX	1D Price Change %
SSEFX	100%	-1.13%
VRTIX - SSEFX	84% Closely correlated	-0.72%
VSCIX - SSEFX	81% Closely correlated	-1.18%
NAESX - SSEFX	81% Closely correlated	-1.17%
VSMAX - SSEFX	81% Closely correlated	-1.18%
VSCPX - SSEFX	81% Closely correlated	-1.17%
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