MENU

SMCIX Shelton S&P Smallcap Index Investor Forecast, Technical & Fundamental Analysis

Category SmallBlend
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Abercrombie & Fitch Co (NYSE:ANF).

Industry description

The investment seeks to replicate the performance of small-sized U.S. companies as measured by the S&P SmallCap 600 Stock Index. The S&P SmallCap 600 Index includes common stocks of 600 small U.S. companies from a broad range of industries. The fund is passively managed. It invests primarily in the stocks that make up the S&P SmallCap 600 Index so that the weighting of each stock in the portfolio approximates the index. The fund's policy to invest at least 80% of its total assets (which includes the amount of any borrowings for investment purposes) in the underlying stocks.

Market Cap

The average market capitalization across the Shelton S&P Smallcap Index Investor MF is 7.52B. The market cap for tickers in the group ranges from 6.07B to 10.25B. MLI holds the highest valuation in this group at 10.25B. The lowest valued company is BCC at 6.07B.

Volume

The average weekly volume growth across all stocks in the Shelton S&P Smallcap Index Investor MF was -56%. For the same stocks of the MF, the average monthly volume growth was 11% and the average quarterly volume growth was -5%

Fundamental Analysis Ratings

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

Valuation Rating: 57
P/E Growth Rating: 46
Price Growth Rating: 49
SMR Rating: 43
Profit Risk Rating: 9
Seasonality Score: 38 (-100 ... +100)
View a ticker or compare two or three
Ad is loading...
A.I. Advisor
published General Information

General Information

Category SmallBlend

Profile
Fundamentals
Details
Category
Small Blend
Address
Shelton Capital management44 Montgomery Street STE 2100San Francisco
Phone
800-225-8778
Web
www.sheltoncap.com
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
TEIHX42.44-0.03
-0.07%
Nuveen Equity Index I
DSCPX18.54-0.08
-0.43%
Davenport Small Cap Focus
YAFFX21.12-0.13
-0.61%
AMG Yacktman Focused N
HERFX10.12-0.10
-0.98%
Hartford Emerging Markets Equity F
RYPMX39.51-0.60
-1.50%
Rydex Precious Metals Inv

SMCIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, SMCIX has been closely correlated with FSSNX. These tickers have moved in lockstep 97% of the time. This A.I.-generated data suggests there is a high statistical probability that if SMCIX jumps, then FSSNX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SMCIX
1D Price
Change %
SMCIX100%
-0.83%
FSSNX - SMCIX
97%
Closely correlated
-0.94%
VSCIX - SMCIX
96%
Closely correlated
-0.49%
VSCPX - SMCIX
96%
Closely correlated
-0.49%
VSMAX - SMCIX
96%
Closely correlated
-0.49%
FTHFX - SMCIX
94%
Closely correlated
-0.88%
More