Notable companies
The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Alphabet (NASDAQ:GOOGL), Alphabet (NASDAQ:GOOG), Amazon.com (NASDAQ:AMZN), Meta Platforms (NASDAQ:META), Eli Lilly & Co (NYSE:LLY).
Industry description
The investment seeks to track the performance of 60% of the Dow Jones U.S. Total Stock Market Index and 40% of the Bloomberg U.S. Aggregate Bond Index.
The fund employs an indexing investment approach designed to track the performance of two benchmark indexes in a 60%/40% split between equity and fixed-income. The equity index is a member of the Dow Jones Total Stock Market Indices family, which is designed to measure all U.S. equity issues with readily available prices, over the long term. The fixed index measures the performance of the U.S. dollar denominated investment grade fixed-rate taxable bond market, over the long term.
Market Cap
The average market capitalization across the State Street Balanced Index K MF is 2.7T. The market cap for tickers in the group ranges from 632.33B to 4.43T. NVDA holds the highest valuation in this group at 4.43T. The lowest valued company is BRK.B at 632.33B.
Volume
The average weekly volume growth across all stocks in the State Street Balanced Index K MF was 5%. For the same stocks of the MF, the average monthly volume growth was 19% and the average quarterly volume growth was -44%
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: 62
Price Growth Rating: 32
SMR Rating: 22
Profit Risk Rating: 25
Seasonality Score: -69 (-100 ... +100)