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SSMHX State Street Small/Mid Cap Equity Index Forecast, Technical & Fundamental Analysis

Category MidCapBlend
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Marvell Technology (NASDAQ:MRVL), CrowdStrike Holdings (NASDAQ:CRWD), Workday (NASDAQ:WDAY), Block (NYSE:SQ).

Industry description

The investment seeks to provide investment results that, before expenses, correspond generally to the total return of the Russell Small Cap Completeness Index that tracks the performance of mid- to small- capitalization exchange traded U.S. equity securities. The portfolio uses a passive management strategy designed to track the performance of the index. The index is a float-adjusted, market capitalization index which measures the performance of the Russell 3000® Index companies excluding S&P 500® constituents. Under normal market conditions, it invests at least 80% of its net assets (plus borrowings, if any) in stocks in the index.

Market Cap

The average market capitalization across the State Street Small/Mid Cap Equity Index MF is 66.26B. The market cap for tickers in the group ranges from 44.25B to 89.01B. KKR holds the highest valuation in this group at 89.01B. The lowest valued company is FERG at 44.25B.

Volume

The average weekly volume growth across all stocks in the State Street Small/Mid Cap Equity Index MF was 134%. For the same stocks of the MF, the average monthly volume growth was 102% and the average quarterly volume growth was 119%

Fundamental Analysis Ratings

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

Valuation Rating: 69
P/E Growth Rating: 72
Price Growth Rating: 43
SMR Rating: 66
Profit Risk Rating: 41
Seasonality Score: 32 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category MidCapBlend

Profile
Fundamentals
Details
Category
Mid-Cap Blend
Address
State Street Institutional Investment Tr2 Lafayette PlBoston
Phone
N/A
Web
www.ssrfunds.com
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
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WBIRX30.460.01
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William Blair International Growth R6
ASIMX14.94N/A
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Alger Weatherbie Specialized Growth I
FSQAX9.82N/A
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Fidelity Advisor Sustainable Intl Eq A

SSMHX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, SSMHX has been closely correlated with VEXMX. These tickers have moved in lockstep 100% of the time. This A.I.-generated data suggests there is a high statistical probability that if SSMHX jumps, then VEXMX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SSMHX
1D Price
Change %
SSMHX100%
+1.60%
VEXMX - SSMHX
100%
Closely correlated
+1.60%
VIEIX - SSMHX
100%
Closely correlated
+1.60%
VSEMX - SSMHX
100%
Closely correlated
+1.60%
FSMAX - SSMHX
95%
Closely correlated
+1.60%
VMCPX - SSMHX
51%
Loosely correlated
+0.76%
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