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BTIRX
Mutual Fund ticker: NASDAQ
AS OF
Aug 6 closing price
Price
$170.60
Change
+$1.24 (+0.73%)
Net Assets
406.91M

BTIRX DWS Equity 500 Index R6 Forecast, Technical & Fundamental Analysis

The investment seeks to provide investment results that, before expenses, correspond to the total return of common stocks publicly traded in the United States, as represented by the Standard & Poor's 500 Composite Stock Price Index (S&P 500® Index)... 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), Broadcom Inc. (NASDAQ:AVGO), Meta Platforms (NASDAQ:META), Eli Lilly & Co (NYSE:LLY).

Industry description

The investment seeks to provide investment results that, before expenses, correspond to the total return of common stocks publicly traded in the United States, as represented by the Standard & Poor's 500 Composite Stock Price Index (S&P 500® Index). Under normal circumstances, the adviser intends to invest at least 80% of assets, determined at the time of purchase, in stocks of companies included in the S&P 500® Index and in derivative instruments, such as futures contracts and options, that provide exposure to the stocks of companies in the index.

Market Cap

The average market capitalization across the DWS Equity 500 Index R6 MF is 2.18T. The market cap for tickers in the group ranges from 632.33B to 4.38T. NVDA holds the highest valuation in this group at 4.38T. The lowest valued company is BRK.B at 632.33B.

Volume

The average weekly volume growth across all stocks in the DWS Equity 500 Index R6 MF was -6%. For the same stocks of the MF, the average monthly volume growth was 24% and the average quarterly volume growth was -23%

Fundamental Analysis Ratings

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

Valuation Rating: 63
P/E Growth Rating: 55
Price Growth Rating: 27
SMR Rating: 25
Profit Risk Rating: 23
Seasonality Score: -57 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeBlend

Profile
Fundamentals
Details
Category
Large Blend
Address
DWS Institutional Funds345 Park AvenueNew York
Phone
N/A
Web
www.dws-investments.com
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BTIRX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, BTIRX has been closely correlated with VSMPX. These tickers have moved in lockstep 77% of the time. This A.I.-generated data suggests there is a high statistical probability that if BTIRX jumps, then VSMPX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To BTIRX
1D Price
Change %
BTIRX100%
N/A
VSMPX - BTIRX
77%
Closely correlated
N/A
VTSAX - BTIRX
77%
Closely correlated
N/A
RWEBX - BTIRX
58%
Loosely correlated
-0.53%
FWWMX - BTIRX
58%
Loosely correlated
-0.53%
FWMMX - BTIRX
58%
Loosely correlated
-0.54%
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