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SWMCX Schwab ® US Mid-Cap 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), Phillips 66 (NYSE:PSX).

Industry description

The investment seeks to track the performance of the Russell Midcap® Index. that measures the total return of mid capitalization U.S. stocks. To pursue its goal, the fund generally invests in securities that are included in the Russell Midcap® Index. It is the fund's policy that under normal circumstances it will invest at least 90% of its net assets (including, for this purpose, any borrowings for investment purposes) in securities included in the index. The Russell Midcap Index measures the performance of the mid-cap segment of the U.S. equity universe.

Market Cap

The average market capitalization across the Schwab ® US Mid-Cap Index MF is 74.67B. The market cap for tickers in the group ranges from 63.9B to 89.01B. KKR holds the highest valuation in this group at 89.01B. The lowest valued company is APO at 63.9B.

Volume

The average weekly volume growth across all stocks in the Schwab ® US Mid-Cap Index MF was -9%. For the same stocks of the MF, the average monthly volume growth was 10% and the average quarterly volume growth was -20%

Fundamental Analysis Ratings

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

Valuation Rating: 67
P/E Growth Rating: 41
Price Growth Rating: 31
SMR Rating: 52
Profit Risk Rating: 13
Seasonality Score: 10 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category MidCapBlend

Profile
Fundamentals
Details
Category
Mid-Cap Blend
Address
Schwab Capital Trust211 Main StreetSan Francisco
Phone
N/A
Web
www.schwab.com
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SWMCX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, SWMCX 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 SWMCX jumps, then FSMDX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SWMCX
1D Price
Change %
SWMCX100%
N/A
FSMDX - SWMCX
94%
Closely correlated
-0.74%
VSEMX - SWMCX
36%
Loosely correlated
-1.06%
VMCPX - SWMCX
36%
Loosely correlated
-0.64%
VIMSX - SWMCX
36%
Loosely correlated
-0.64%
VIMAX - SWMCX
35%
Loosely correlated
-0.64%
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