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INDEX ONEFUND S&P 500® Forecast, Technical & Fundamental Analysis

Category LargeBlend
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (null:MSFT), NVIDIA Corp (null:NVDA), Apple (null:AAPL), Amazon.com (null:AMZN), Alphabet (null:GOOG), Alphabet (null:GOOGL), Meta Platforms (null:META), Broadcom Inc. (null:AVGO), Eli Lilly & Co (null:LLY).

Industry description

The investment seeks to replicate, before fees and expenses, the total return of the S&P 500® Index. The fund will invest, under normal circumstances, at least 80% of its net assets and borrowings for investment purposes in securities of issuers included in the index. The index is designed to measure the performance of 500 U.S. companies chosen for market size, liquidity and industry grouping, among other factors. In some instances, one or more of the 500 companies may have more than one share class included in the index.

Market Cap

The average market capitalization across the ONEFUND S&P 500® MF is 1.93T. The market cap for tickers in the group ranges from 632.33B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is BRK.B at 632.33B.

Volume

The average weekly volume growth across all stocks in the ONEFUND S&P 500® MF was -23%. For the same stocks of the MF, the average monthly volume growth was -41% and the average quarterly volume growth was -42%

Fundamental Analysis Ratings

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

Valuation Rating: 78
P/E Growth Rating: 62
Price Growth Rating: 39
SMR Rating: 33
Profit Risk Rating: 13
Seasonality Score: 30 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeBlend

Profile
Fundamentals
Details
Category
Large Blend
Address
Index Funds1290 BroadwayDenver
Phone
1-844-464-6339
Web
www.INDEX.Fund
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1D
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INDEX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, INDEX has been closely correlated with VSMPX. These tickers have moved in lockstep 98% of the time. This A.I.-generated data suggests there is a high statistical probability that if INDEX jumps, then VSMPX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To INDEX
1D Price
Change %
INDEX100%
+0.71%
VSMPX - INDEX
98%
Closely correlated
+0.70%
VSTSX - INDEX
98%
Closely correlated
+0.70%
VTSMX - INDEX
94%
Closely correlated
+0.70%
VITSX - INDEX
94%
Closely correlated
+0.70%
VTSAX - INDEX
94%
Closely correlated
+0.70%
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