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GMSMX GuideMark® Small/Mid Cap Core Service Forecast, Technical & Fundamental Analysis

Category SmallBlend
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Pultegroup (null:PHM), Abercrombie & Fitch Co (null:ANF).

Industry description

The investment seeks capital appreciation over the long term. Under normal circumstances, the fund invests at least 80% of its assets in the securities of small-to-medium capitalization companies. The sub-advisor considers "small-to-medium capitalization companies" to be companies, at the time of purchase, whose market capitalizations are within the range of the market capitalizations in the Russell 2500TM Index.

Market Cap

The average market capitalization across the GuideMark® Small/Mid Cap Core Service MF is 25.44B. The market cap for tickers in the group ranges from 6.33B to 59.14B. SMCI holds the highest valuation in this group at 59.14B. The lowest valued company is ANF at 6.33B.

Volume

The average weekly volume growth across all stocks in the GuideMark® Small/Mid Cap Core Service MF was -20%. For the same stocks of the MF, the average monthly volume growth was 2% and the average quarterly volume growth was -67%

Fundamental Analysis Ratings

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

Valuation Rating: 69
P/E Growth Rating: 52
Price Growth Rating: 34
SMR Rating: 26
Profit Risk Rating: 23
Seasonality Score: 48 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallBlend

Profile
Fundamentals
Details
Category
Small Blend
Address
Assetmark Funds2300 Contra Costa Blvd Suite 600Pleasant Hill
Phone
N/A
Web
www.assetmark.com
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
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MFs / NAMEPrice $Chg $Chg %
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+0.74%
CRM Mid Cap Value Instl
CWICX68.480.27
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American Funds Capital World Gr&Inc 529C
GSUTX69.64N/A
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Goldman Sachs US Equity Insights Inv
MCFGX18.48-0.01
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BlackRock Capital Appreciation Inv C
TICIX22.17-0.06
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Timothy Plan Israel Common Values I

GMSMX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, GMSMX has been closely correlated with VSCPX. These tickers have moved in lockstep 99% of the time. This A.I.-generated data suggests there is a high statistical probability that if GMSMX jumps, then VSCPX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To GMSMX
1D Price
Change %
GMSMX100%
N/A
VSCPX - GMSMX
99%
Closely correlated
+0.99%
FSSNX - GMSMX
99%
Closely correlated
+1.64%
NAESX - GMSMX
70%
Closely correlated
+0.99%
VSCIX - GMSMX
70%
Closely correlated
+1.00%
VSMAX - GMSMX
69%
Closely correlated
+0.99%