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SPMIX Shelton S&P Midcap Index Investor Forecast, Technical & Fundamental Analysis

Category MidCapBlend
A.I.Advisor
published Highlights

Industry description

The investment seeks to replicate the performance of medium-sized U.S. companies as measured by the S&P MidCap 400 Index. The S&P MidCap 400 Index includes the common stocks of 400 medium-sized 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 MidCap 400 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 of the index.

Market Cap

The average market capitalization across the Shelton S&P Midcap Index Investor MF is 18.47B. The market cap for tickers in the group ranges from 14.49B to 24.23B. VST holds the highest valuation in this group at 24.23B. The lowest valued company is SAIA at 14.49B.

Volume

The average weekly volume growth across all stocks in the Shelton S&P Midcap Index Investor MF was 30%. For the same stocks of the MF, the average monthly volume growth was 5% and the average quarterly volume growth was 37%

Fundamental Analysis Ratings

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

Valuation Rating: 72
P/E Growth Rating: 43
Price Growth Rating: 43
SMR Rating: 30
Profit Risk Rating: 8
Seasonality Score: -22 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category MidCapBlend

Profile
Fundamentals
Details
Category
Mid-Cap Blend
Address
Shelton Capital management44 Montgomery Street STE 2100San Francisco
Phone
800-225-8778
Web
www.sheltoncap.com
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SPMIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, SPMIX has been closely correlated with FSMDX. These tickers have moved in lockstep 94% of the time. This A.I.-generated data suggests there is a high statistical probability that if SPMIX jumps, then FSMDX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SPMIX
1D Price
Change %
SPMIX100%
+0.51%
FSMDX - SPMIX
94%
Closely correlated
+0.73%
VEXMX - SPMIX
93%
Closely correlated
+0.69%
VIEIX - SPMIX
93%
Closely correlated
+0.69%
VSEMX - SPMIX
93%
Closely correlated
+0.69%
VIMSX - SPMIX
89%
Closely correlated
+0.71%
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