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SBSDX Franklin S&P 500 Index D Forecast, Technical & Fundamental Analysis

Category LargeBlend
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), NVIDIA Corp (NASDAQ:NVDA), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOG), Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META), Tesla (NASDAQ:TSLA).

Industry description

The investment seeks to provide investment results that, before fees and expenses, correspond to the price and yield performance of the S&P 500® Index. The fund invests at least 80% of its net assets, plus borrowings for investment purposes, if any, in equity securities, or other investments with similar economic characteristics, included in the index. The index is a well-known stock market index that includes common stocks of 500 companies from a number of sectors and that measures the performance of large capitalization companies of the U.S. equities market.

Market Cap

The average market capitalization across the Franklin S&P 500 Index D MF is 2.02T. The market cap for tickers in the group ranges from 559.85B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is TSLA at 559.85B.

Volume

The average weekly volume growth across all stocks in the Franklin S&P 500 Index D MF was -20%. For the same stocks of the MF, the average monthly volume growth was 7% and the average quarterly volume growth was -34%

Fundamental Analysis Ratings

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

Valuation Rating: 77
P/E Growth Rating: 73
Price Growth Rating: 43
SMR Rating: 28
Profit Risk Rating: 20
Seasonality Score: -44 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeBlend

Profile
Fundamentals
Details
Category
Large Blend
Address
LEGG MASON & CO., LLC620 EIGHTH AVENUE, 49TH FLOORNew York
Phone
1-877-721-1926
Web
http://www.leggmason.com/
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SBSDX and MutualFunds

Correlation & Price change

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SBSDX
1D Price
Change %
SBSDX100%
-0.29%
VTSMX - SBSDX
99%
Closely correlated
-0.24%
VSMPX - SBSDX
99%
Closely correlated
-0.24%
VITSX - SBSDX
99%
Closely correlated
-0.24%
VTSAX - SBSDX
99%
Closely correlated
-0.24%
VSTSX - SBSDX
99%
Closely correlated
-0.24%
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