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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 (NYSE:PHM), Abercrombie & Fitch Co (NYSE: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 24.95B. 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 14%. For the same stocks of the MF, the average monthly volume growth was 15% and the average quarterly volume growth was 69%

Fundamental Analysis Ratings

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

Valuation Rating: 68
P/E Growth Rating: 48
Price Growth Rating: 38
SMR Rating: 27
Profit Risk Rating: 19
Seasonality Score: 39 (-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
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
CANC29.610.34
+1.16%
Tema Oncology ETF
MIDE29.840.27
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Xtrackers S&P MidCap 400 ESG ETF
BWG8.500.03
+0.35%
BrandywineGLOBAL – Global Inc Opp Fund
ETO25.00-0.16
-0.64%
EV Tax Adv Global Div Opps
DISV27.56-0.18
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Dimensional International Sm Cp Val ETF

GMSMX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, GMSMX has been closely correlated with FSSNX. These tickers have moved in lockstep 70% of the time. This A.I.-generated data suggests there is a high statistical probability that if GMSMX jumps, then FSSNX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To GMSMX
1D Price
Change %
GMSMX100%
+1.29%
FSSNX - GMSMX
70%
Closely correlated
+1.25%
NAESX - GMSMX
66%
Closely correlated
+1.02%
VSCIX - GMSMX
66%
Closely correlated
+1.02%
VSCPX - GMSMX
65%
Loosely correlated
+1.02%
VSMAX - GMSMX
65%
Loosely correlated
+1.03%