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SAMKX
Mutual Fund ticker: NASDAQ
AS OF
Feb 3 closing price
Price
$42.25
Change
+$1.26 (+3.07%)
Net Assets
708.9M

SAMKX SA US Core Market Forecast, Technical & Fundamental Analysis

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

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

Notable companies

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Alphabet (NASDAQ:GOOGL), Alphabet (NASDAQ:GOOG), Apple (NASDAQ:AAPL), Microsoft Corp (NASDAQ:MSFT), Amazon.com (NASDAQ:AMZN), Meta Platforms (NASDAQ:META), Broadcom Inc. (NASDAQ:AVGO), Eli Lilly & Co (NYSE:LLY).

Industry description

The investment seeks long-term capital appreciation. The fund is designed to purchase a broad and diverse group of readily marketable equity securities listed on a securities exchange in the United States that is deemed appropriate by the Sub-Adviser. It will invest at least 80% of its net assets in U.S. securities. The fund may also invest up to 5% of its total assets in the U.S. Micro Cap Portfolio, a portfolio of DFA Investment Dimensions Group Inc., a separate registered investment company.

Market Cap

The average market capitalization across the SA US Core Market MF is 2.92T. The market cap for tickers in the group ranges from 898.12B to 4.38T. NVDA holds the highest valuation in this group at 4.38T. The lowest valued company is LLY at 898.12B.

Volume

The average weekly volume growth across all stocks in the SA US Core Market MF was 48%. For the same stocks of the MF, the average monthly volume growth was 40% and the average quarterly volume growth was 30%

Fundamental Analysis Ratings

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

Valuation Rating: 53
P/E Growth Rating: 62
Price Growth Rating: 42
SMR Rating: 24
Profit Risk Rating: 23
Seasonality Score: -51 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeBlend

Profile
Fundamentals
Details
Category
Large Blend
Address
SA Funds Investment Trust3055 Olin Avenue Suite 2000San Jose
Phone
N/A
Web
www.sa-funds.net.
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SAMKX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, SAMKX has been closely correlated with VTSAX. These tickers have moved in lockstep 100% of the time. This A.I.-generated data suggests there is a high statistical probability that if SAMKX jumps, then VTSAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SAMKX
1D Price
Change %
SAMKX100%
-0.82%
VTSAX - SAMKX
100%
Closely correlated
-0.76%
VTSMX - SAMKX
100%
Closely correlated
-0.76%
VITSX - SAMKX
100%
Closely correlated
-0.76%
VSTSX - SAMKX
100%
Closely correlated
-0.76%
VFFSX - SAMKX
97%
Closely correlated
-0.84%
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