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SGZFX
Mutual Fund ticker: NASDAQ
AS OF
Aug 14 closing price
Price
$62.62
Change
+$0.08 (+0.13%)
Net Assets
83.3M

SGZFX Saturna Growth Z Forecast, Technical & Fundamental Analysis

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

Category: #Large Growth
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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), Amazon.com (NASDAQ:AMZN), Oracle Corp (NYSE:ORCL), Mastercard (NYSE:MA), Costco Wholesale Corp (NASDAQ:COST), Adobe (NASDAQ:ADBE), Lowe's Companies (NYSE:LOW).

Industry description

The investment seeks long-term capital growth. The fund seeks long-term capital growth by investing in common stocks of U.S. companies. It diversifies its investments across industries and companies. The fund principally invests in securities of companies with market capitalizations greater than $1 billion.

Market Cap

The average market capitalization across the Saturna Growth Z MF is 1.86T. The market cap for tickers in the group ranges from 141.26B to 4.4T. NVDA holds the highest valuation in this group at 4.4T. The lowest valued company is LOW at 141.26B.

Volume

The average weekly volume growth across all stocks in the Saturna Growth Z MF was -3%. For the same stocks of the MF, the average monthly volume growth was 5% and the average quarterly volume growth was 4%

Fundamental Analysis Ratings

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

Valuation Rating: 68
P/E Growth Rating: 53
Price Growth Rating: 28
SMR Rating: 20
Profit Risk Rating: 28
Seasonality Score: -40 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeGrowth

Profile
Fundamentals
Details
Category
Large Growth
Address
Saturna Investment Trust1300 N. State Street, P.O. Box 2838Bellingham
Phone
(360) 734-9900
Web
www.saturna.com
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SGZFX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, SGZFX has been closely correlated with VIGAX. These tickers have moved in lockstep 98% of the time. This A.I.-generated data suggests there is a high statistical probability that if SGZFX jumps, then VIGAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SGZFX
1D Price
Change %
SGZFX100%
N/A
VIGAX - SGZFX
98%
Closely correlated
-0.34%
VIGIX - SGZFX
98%
Closely correlated
-0.33%
RGACX - SGZFX
91%
Closely correlated
-0.07%
GFFFX - SGZFX
90%
Closely correlated
-0.07%
RGEBX - SGZFX
90%
Closely correlated
-0.07%
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