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SIVIX
Mutual Fund ticker: NASDAQ
AS OF
Dec 17 closing price
Price
$19.85
Change
-$0.23 (-1.15%)
Net Assets
801.7M

SIVIX State Street Instl Small-Cap Equity Inv Forecast, Technical & Fundamental Analysis

Category SmallBlend
A.I.Advisor
published Highlights

Industry description

The investment seeks long-term growth of capital. The fund seeks to achieve its investment objective by investing at least 80% of its net assets (plus any borrowings for investment purposes) under normal circumstances in equity securities of small-cap companies, such as common and preferred stocks. It defines a small-cap company as one with a market capitalization that, at the time of initial investment, falls between (a) the market capitalization of the smallest company in the Russell 2000® Index and (b) either the larger of the market capitalization of the largest company in the Russell 2000® Index or $3.0 billion.

Market Cap

The average market capitalization across the State Street Instl Small-Cap Equity Inv MF is 4.95B. The market cap for tickers in the group ranges from 1.69B to 13.97B. RBA holds the highest valuation in this group at 13.97B. The lowest valued company is USPH at 1.69B.

Volume

The average weekly volume growth across all stocks in the State Street Instl Small-Cap Equity Inv MF was 6%. For the same stocks of the MF, the average monthly volume growth was 1% and the average quarterly volume growth was -4%

Fundamental Analysis Ratings

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

Valuation Rating: 61
P/E Growth Rating: 48
Price Growth Rating: 58
SMR Rating: 66
Profit Risk Rating: 54
Seasonality Score: 12 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallBlend

Profile
Fundamentals
Details
Category
Small Blend
Address
GE Institutional Funds3001 Summer StreetStamford
Phone
N/A
Web
www.geam.com
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SIVIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, SIVIX has been closely correlated with FTHFX. These tickers have moved in lockstep 80% of the time. This A.I.-generated data suggests there is a high statistical probability that if SIVIX jumps, then FTHFX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SIVIX
1D Price
Change %
SIVIX100%
-1.15%
FTHFX - SIVIX
80%
Closely correlated
-1.47%
NAESX - SIVIX
66%
Closely correlated
-1.13%
VSCIX - SIVIX
66%
Loosely correlated
-1.13%
FSSNX - SIVIX
66%
Loosely correlated
-1.18%
VSCPX - SIVIX
65%
Loosely correlated
-1.13%
More