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BSMAX
Mutual Fund ticker: NASDAQ
AS OF
Jan 22 closing price
Price
$17.52
Change
-$0.08 (-0.45%)
Net Assets
844.03M

BSMAX iShares Russell Small/Mid-Cap Idx Inv A Forecast, Technical & Fundamental Analysis

Category SmallBlend
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Pultegroup (NYSE:PHM).

Industry description

The investment seeks to track the performance of the small to mid-cap segment of the U.S. equity universe. The fund seeks to track the investment results of the Russell 2500™ Index, which measures the performance of the small to mid-cap segment of the U.S. equity universe, commonly referred to as "smid" cap. The underlying index is a subset of the Russell 3000® Index. The fund generally invests at least 90% of its assets, plus the amount of any borrowing for investment purposes, in securities of the underlying index.

Market Cap

The average market capitalization across the iShares Russell Small/Mid-Cap Idx Inv A MF is 31.94B. The market cap for tickers in the group ranges from 22.28B to 59.14B. SMCI holds the highest valuation in this group at 59.14B. The lowest valued company is HUBB at 22.28B.

Volume

The average weekly volume growth across all stocks in the iShares Russell Small/Mid-Cap Idx Inv A MF was 56%. For the same stocks of the MF, the average monthly volume growth was -53% and the average quarterly volume growth was -45%

Fundamental Analysis Ratings

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

Valuation Rating: 75
P/E Growth Rating: 57
Price Growth Rating: 50
SMR Rating: 38
Profit Risk Rating: 15
Seasonality Score: 52 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallBlend

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

Correlation & Price change

A.I.dvisor indicates that over the last year, BSMAX has been closely correlated with VSCPX. These tickers have moved in lockstep 100% of the time. This A.I.-generated data suggests there is a high statistical probability that if BSMAX jumps, then VSCPX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To BSMAX
1D Price
Change %
BSMAX100%
+1.68%
VSCPX - BSMAX
100%
Closely correlated
+1.66%
FSSNX - BSMAX
99%
Closely correlated
+1.84%
FTHFX - BSMAX
96%
Closely correlated
+1.71%
VSCIX - BSMAX
89%
Closely correlated
+1.66%
NAESX - BSMAX
89%
Closely correlated
+1.66%
More