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SJGIX
Mutual Fund ticker: NASDAQ
AS OF
Nov 12 closing price
Price
$34.21
Change
+$0.02 (+0.06%)
Net Assets
214M

SJGIX Steward Large Cap Growth I Forecast, Technical & Fundamental Analysis

The investment seeks long-term capital appreciation... 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), Apple (NASDAQ:AAPL), Microsoft Corp (NASDAQ:MSFT), Alphabet (NASDAQ:GOOGL), Amazon.com (NASDAQ:AMZN), Meta Platforms (NASDAQ:META), VISA (NYSE:V), Mastercard (NYSE:MA), Home Depot (NYSE:HD), Adobe (NASDAQ:ADBE).

Industry description

The investment seeks long-term capital appreciation. The fund’s principal investment strategy is to invest in a portfolio of large‑cap growth securities, subject to the limitations of the fund’s values-based screening policies. Under normal market conditions, it invests at least 80% of its assets in securities of large‑cap companies. The fund may invest a portion of its assets in small- and mid‑cap companies. It may also invest in other investment companies and real estate investment trusts.

Market Cap

The average market capitalization across the Steward Large Cap Growth I MF is 2.18T. The market cap for tickers in the group ranges from 141.09B to 4.72T. NVDA holds the highest valuation in this group at 4.72T. The lowest valued company is ADBE at 141.09B.

Volume

The average weekly volume growth across all stocks in the Steward Large Cap Growth I MF was -6%. For the same stocks of the MF, the average monthly volume growth was 12% and the average quarterly volume growth was -22%

Fundamental Analysis Ratings

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

Valuation Rating: 70
P/E Growth Rating: 52
Price Growth Rating: 40
SMR Rating: 20
Profit Risk Rating: 34
Seasonality Score: 42 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeGrowth

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

Correlation & Price change

A.I.dvisor indicates that over the last year, SJGIX has been closely correlated with FAFGX. These tickers have moved in lockstep 88% of the time. This A.I.-generated data suggests there is a high statistical probability that if SJGIX jumps, then FAFGX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SJGIX
1D Price
Change %
SJGIX100%
+0.06%
FAFGX - SJGIX
88%
Closely correlated
-0.01%
RGAHX - SJGIX
88%
Closely correlated
-0.01%
FFAFX - SJGIX
88%
Closely correlated
-0.01%
GAFFX - SJGIX
88%
Closely correlated
-0.01%
GFACX - SJGIX
84%
Closely correlated
-0.01%
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