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BSMIX iShares Russell Small/Mid-Cap Idx Instl Forecast, Technical & Fundamental Analysis

Category SmallBlend
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 Instl MF is 29.1B. 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 Instl MF was 13%. For the same stocks of the MF, the average monthly volume growth was 75% and the average quarterly volume growth was 120%

Fundamental Analysis Ratings

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

Valuation Rating: 76
P/E Growth Rating: 41
Price Growth Rating: 39
SMR Rating: 40
Profit Risk Rating: 11
Seasonality Score: 19 (-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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BSMIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, BSMIX has been closely correlated with FSSNX. These tickers have moved in lockstep 91% of the time. This A.I.-generated data suggests there is a high statistical probability that if BSMIX jumps, then FSSNX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To BSMIX
1D Price
Change %
BSMIX100%
+1.11%
FSSNX - BSMIX
91%
Closely correlated
+1.25%
VSCIX - BSMIX
87%
Closely correlated
+1.02%
NAESX - BSMIX
87%
Closely correlated
+1.02%
VSCPX - BSMIX
87%
Closely correlated
+1.02%
VSMAX - BSMIX
87%
Closely correlated
+1.03%