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STBIX
Mutual Fund ticker: NASDAQ
AS OF
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Price
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Change
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Net Assets
4.44B

STBIX State Street Equity 500 Index Svc Forecast, Technical & Fundamental Analysis

Category LargeBlend
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Apple (NASDAQ:AAPL), Microsoft Corp (NASDAQ:MSFT), Alphabet (NASDAQ:GOOG), Alphabet (NASDAQ:GOOGL), Amazon.com (NASDAQ:AMZN), NVIDIA Corp (NASDAQ:NVDA), Tesla (NASDAQ:TSLA), Meta Platforms (NASDAQ:META), Exxon Mobil Corp (NYSE:XOM).

Industry description

The investment seeks to replicate as closely as possible, before expenses, the performance of the Standard & Poor's 500 Index. The fund uses a passive management strategy designed to track the performance of the S&P 500. The index is a well-known stock market index that includes common stocks of 500 companies from a number of sectors and that measures the performance of the large-cap sector of the U.S. equities market. The advisor generally intends to invest in all stocks comprising the S&P 500 in approximate proportion to their weightings in the index.

Market Cap

The average market capitalization across the State Street Equity 500 Index Svc MF is 1.19T. The market cap for tickers in the group ranges from 464.03B to 2.74T. AAPL holds the highest valuation in this group at 2.74T. The lowest valued company is XOM at 464.03B.

Volume

The average weekly volume growth across all stocks in the State Street Equity 500 Index Svc MF was -4%. For the same stocks of the MF, the average monthly volume growth was -30% and the average quarterly volume growth was -13%

Fundamental Analysis Ratings

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

Valuation Rating: 77
P/E Growth Rating: 40
Price Growth Rating: 31
SMR Rating: 35
Profit Risk Rating: 23
Seasonality Score: -27 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeBlend

Profile
Fundamentals
Details
Category
Large Blend
Address
State Street Institutional Investment Tr2 Lafayette PlBoston
Phone
N/A
Web
www.ssrfunds.com
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STBIX and

Correlation & Price change

A.I.dvisor indicates that over the last year, STBIX has been closely correlated with VTSAX. These tickers have moved in lockstep 98% of the time. This A.I.-generated data suggests there is a high statistical probability that if STBIX jumps, then VTSAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To STBIX
1D Price
Change %
STBIX100%
-0.93%
VTSAX - STBIX
98%
Closely correlated
-0.90%
VTSMX - STBIX
98%
Closely correlated
-0.90%
VSMPX - STBIX
98%
Closely correlated
-0.91%
FXAIX - STBIX
94%
Closely correlated
-0.93%
VFINX - STBIX
94%
Closely correlated
-0.93%
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