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BALSX BlackRock U.S. Insights Lon/Shr Eq Inv A Forecast, Technical & Fundamental Analysis

Category LongShort
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Amazon.com (NASDAQ:AMZN), VISA (NYSE:V), Mastercard (NYSE:MA), Applied Materials (NASDAQ:AMAT), Occidental Petroleum Corp (NYSE:OXY), Suncor Energy (NYSE:SU), Devon Energy Corp (NYSE:DVN).

Industry description

The investment seeks total return over the long-term. The fund seeks total return over the long term while pursuing a defensive investment style, by seeking to provide downside protection with upside potential through active stock selection, risk management and diversification. Under normal circumstances, the fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in equity securities of U.S. issuers and derivatives with similar economic characteristics. The fund is non-diversified.

Market Cap

The average market capitalization across the BlackRock U.S. Insights Lon/Shr Eq Inv A MF is 759.67B. The market cap for tickers in the group ranges from 31.86B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is DVN at 31.86B.

Volume

The average weekly volume growth across all stocks in the BlackRock U.S. Insights Lon/Shr Eq Inv A MF was 83%. For the same stocks of the MF, the average monthly volume growth was 106% and the average quarterly volume growth was 109%

Fundamental Analysis Ratings

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

Valuation Rating: 73
P/E Growth Rating: 63
Price Growth Rating: 47
SMR Rating: 35
Profit Risk Rating: 33
Seasonality Score: 11 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LongShort

Profile
Fundamentals
Details
Category
Long-Short Equity
Address
BlackRock Capital Appreciation Fund, Inc.100 BELLEVUE PARKWAYWILMINGTON
Phone
800-441-7762
Web
www.blackrock.com
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BALSX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, BALSX has been loosely correlated with REMIX. These tickers have moved in lockstep 42% of the time. This A.I.-generated data suggests there is some statistical probability that if BALSX jumps, then REMIX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To BALSX
1D Price
Change %
BALSX100%
-0.72%
REMIX - BALSX
42%
Loosely correlated
-0.93%
GARIX - BALSX
37%
Loosely correlated
-0.91%
DHLSX - BALSX
37%
Loosely correlated
-0.34%
DIAYX - BALSX
24%
Poorly correlated
-0.33%
DIAMX - BALSX
23%
Poorly correlated
-0.35%
More