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SWMIX Schwab International Opportunities Forecast, Technical & Fundamental Analysis

A.I.Advisor
published Highlights

Industry description

The investment seeks long-term capital appreciation. The fund normally invests a substantial amount of its assets in equity securities of companies outside the United States. The adviser expects to invest in companies across all market capitalization ranges. It typically focuses on developed markets, but may invest in companies from emerging markets as well. The fund may use derivatives, primarily futures contracts, to seek returns on the fund's otherwise uninvested cash assets. The investment managers may use futures contracts as a substitute for investing directly in an underlying asset or to increase returns.

Market Cap

The average market capitalization across the Schwab International Opportunities MF is 122.43B. The market cap for tickers in the group ranges from 2.29B to 327.81B. NSRGF holds the highest valuation in this group at 327.81B. The lowest valued company is ROG at 2.29B.

Volume

The average weekly volume growth across all stocks in the Schwab International Opportunities MF was -14%. For the same stocks of the MF, the average monthly volume growth was -11% and the average quarterly volume growth was -38%

Fundamental Analysis Ratings

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

Valuation Rating: 54
P/E Growth Rating: 50
Price Growth Rating: 50
SMR Rating: 53
Profit Risk Rating: 56
Seasonality Score: -7 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category ForeignLargeGrowth

Profile
Fundamentals
Details
Category
Foreign Large Growth
Address
Schwab Capital Trust211 Main StreetSan Francisco
Phone
N/A
Web
www.schwab.com
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SWMIX and MutualFunds

Correlation & Price change

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SWMIX
1D Price
Change %
SWMIX100%
N/A
CEUAX - SWMIX
94%
Closely correlated
-0.82%
AEPCX - SWMIX
70%
Closely correlated
-0.82%
AEGFX - SWMIX
70%
Closely correlated
-0.81%
FEPUX - SWMIX
42%
Loosely correlated
-0.83%
RERHX - SWMIX
42%
Loosely correlated
-0.83%
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