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BIRKX
Mutual Fund ticker: NASDAQ
AS OF
Jun 27 closing price
Price
$22.40
Change
+$0.14 (+0.63%)
Net Assets
896.44M

BIRKX BlackRock Sustainable Adg Lg Cp Cr K Forecast, Technical & Fundamental Analysis

The investment seeks to provide total return while seeking to maintain certain environmental, social and governance (“ESG”) characteristics, climate risk exposure and climate opportunities relative to the fund’s benchmark... 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), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOG), Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META), Eli Lilly & Co (NYSE:LLY), Mastercard (NYSE:MA), Home Depot (NYSE:HD).

Industry description

The investment seeks to provide total return while seeking to maintain certain environmental, social and governance (“ESG”) characteristics, climate risk exposure and climate opportunities relative to the fund’s benchmark. Under normal circumstances, the fund seeks to invest at least 80% of its net assets plus the amount of any borrowings for investment purposes in large cap equity securities and derivatives that have similar economic characteristics to such securities. Equity securities include common stock and preferred stock. It primarily seeks to buy common stock.

Market Cap

The average market capitalization across the BlackRock Sustainable Adg Lg Cp Cr K MF is 1.87T. The market cap for tickers in the group ranges from 380.15B to 3.85T. NVDA holds the highest valuation in this group at 3.85T. The lowest valued company is HD at 380.15B.

Volume

The average weekly volume growth across all stocks in the BlackRock Sustainable Adg Lg Cp Cr K MF was -5%. For the same stocks of the MF, the average monthly volume growth was 59% and the average quarterly volume growth was 97%

Fundamental Analysis Ratings

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

Valuation Rating: 67
P/E Growth Rating: 70
Price Growth Rating: 40
SMR Rating: 20
Profit Risk Rating: 22
Seasonality Score: 40 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeBlend

Profile
Fundamentals
Details
Category
Large Blend
Address
BlackRock Capital Appreciation Fund, Inc.100 BELLEVUE PARKWAYWILMINGTON
Phone
800-441-7762
Web
www.blackrock.com
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BIRKX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, BIRKX has been closely correlated with FXAIX. These tickers have moved in lockstep 95% of the time. This A.I.-generated data suggests there is a high statistical probability that if BIRKX jumps, then FXAIX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To BIRKX
1D Price
Change %
BIRKX100%
+0.63%
FXAIX - BIRKX
95%
Closely correlated
+0.53%
VFIAX - BIRKX
91%
Closely correlated
+0.53%
VFINX - BIRKX
91%
Closely correlated
+0.53%
VSTSX - BIRKX
87%
Closely correlated
+0.48%
VFFSX - BIRKX
79%
Closely correlated
+0.53%
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