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SEECX
Mutual Fund ticker: NASDAQ
AS OF
Sep 4 closing price
Price
$38.14
Change
+$0.31 (+0.82%)
Net Assets
296.44M

SEECX Steward Values Enhanced Lg Cap I 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), Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Alphabet (NASDAQ:GOOGL), Alphabet (NASDAQ:GOOG), 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. Under normal circumstances, the fund will invest at least 80% of its assets in the securities of large‑cap companies included in the fund’s benchmark index that pass the fund’s values-based screens. Large‑cap companies are defined by the market capitalization range of the fund’s benchmark index, the S&P 500® Index, from time to time.

Market Cap

The average market capitalization across the Steward Values Enhanced Lg Cap I MF is 2.62T. The market cap for tickers in the group ranges from 632.33B to 4.07T. NVDA holds the highest valuation in this group at 4.07T. The lowest valued company is BRK.B at 632.33B.

Volume

The average weekly volume growth across all stocks in the Steward Values Enhanced Lg Cap I MF was 20%. For the same stocks of the MF, the average monthly volume growth was 34% and the average quarterly volume growth was -17%

Fundamental Analysis Ratings

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

Valuation Rating: 58
P/E Growth Rating: 56
Price Growth Rating: 29
SMR Rating: 25
Profit Risk Rating: 22
Seasonality Score: -46 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeBlend

Profile
Fundamentals
Details
Category
Large Blend
Address
Steward Funds, Inc.5847 San Felipe, Suite 4100Houston
Phone
N/A
Web
www.stewardmutualfunds.com
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SEECX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, SEECX has been closely correlated with VSMPX. These tickers have moved in lockstep 92% of the time. This A.I.-generated data suggests there is a high statistical probability that if SEECX jumps, then VSMPX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SEECX
1D Price
Change %
SEECX100%
-0.26%
VSMPX - SEECX
92%
Closely correlated
N/A
VFFSX - SEECX
57%
Loosely correlated
-0.30%
RWMFX - SEECX
45%
Loosely correlated
+0.23%
FWWMX - SEECX
45%
Loosely correlated
N/A
FWMMX - SEECX
45%
Loosely correlated
+0.23%
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