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STSEX BlackRock Exchange BlackRock Forecast, Technical & Fundamental Analysis

Category LargeBlend
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), VISA (NYSE:V), JPMorgan Chase & Co (NYSE:JPM), Johnson & Johnson (NYSE:JNJ), Merck & Co (NYSE:MRK), AstraZeneca PLC (NASDAQ:AZN), American Express Company (NYSE:AXP).

Industry description

The investment seeks long-term growth of capital and consequent long-term growth of income. The fund invests largely in, and holds a supervised portfolio comprised of, common stocks or convertible securities, believed by management to have growth potential over the years. In pursuing the objective, the adviser seeks to minimize the recognition of capital gains. The fund currently emphasizes companies with mid to large market capitalizations. Its investments are not, however, limited by a company's market capitalization and the fund may invest in companies with any market capitalization.

Market Cap

The average market capitalization across the BlackRock Exchange BlackRock MF is 629.63B. The market cap for tickers in the group ranges from 83.09B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is GD at 83.09B.

Volume

The average weekly volume growth across all stocks in the BlackRock Exchange BlackRock MF was -10%. For the same stocks of the MF, the average monthly volume growth was 29% and the average quarterly volume growth was -1%

Fundamental Analysis Ratings

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

Valuation Rating: 48
P/E Growth Rating: 59
Price Growth Rating: 39
SMR Rating: 26
Profit Risk Rating: 13
Seasonality Score: -34 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeBlend

Profile
Fundamentals
Details
Category
Large Blend
Address
BlackRock Capital Appreciation Fund, Inc.100 BELLEVUE PARKWAYWILMINGTON
Phone
800-441-7762
Web
www.blackrock.com
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STSEX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, STSEX has been closely correlated with VSTSX. These tickers have moved in lockstep 81% of the time. This A.I.-generated data suggests there is a high statistical probability that if STSEX jumps, then VSTSX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To STSEX
1D Price
Change %
STSEX100%
-0.60%
VSTSX - STSEX
81%
Closely correlated
-0.24%
VITSX - STSEX
81%
Closely correlated
-0.24%
VTSMX - STSEX
81%
Closely correlated
-0.24%
VSMPX - STSEX
81%
Closely correlated
-0.24%
VTSAX - STSEX
81%
Closely correlated
-0.24%
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