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WFSPX
Mutual Fund ticker: NASDAQ
AS OF
Dec 17 closing price
Price
$707.60
Change
+$0.05 (+0.01%)
Net Assets
47.5B

WFSPX iShares S&P 500 Index K Forecast, Technical & Fundamental Analysis

Category LargeBlend
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOG), Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META), Broadcom Inc. (NASDAQ:AVGO), Eli Lilly & Co (NYSE:LLY).

Industry description

The investment seeks to provide investment results that correspond to the total return performance of publicly-traded common stocks in the aggregate, as represented by the Standard & Poor's 500® Index. The fund is a "feeder" fund that invests all of its assets in the Master Portfolio of MIP, which has the same investment objective and strategies as the fund. At least 90% of the value of the fund's assets is invested in securities comprising the S&P 500 Index. The percentage of the fund's assets invested in a given stock is approximately the same as the percentage such stock represents in the S&P 500 Index.

Market Cap

The average market capitalization across the iShares S&P 500 Index K MF is 2.04T. The market cap for tickers in the group ranges from 632.33B to 3.19T. NVDA holds the highest valuation in this group at 3.19T. The lowest valued company is BRK.B at 632.33B.

Volume

The average weekly volume growth across all stocks in the iShares S&P 500 Index K MF was 29%. For the same stocks of the MF, the average monthly volume growth was -0% and the average quarterly volume growth was -35%

Fundamental Analysis Ratings

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

Valuation Rating: 78
P/E Growth Rating: 57
Price Growth Rating: 19
SMR Rating: 32
Profit Risk Rating: 11
Seasonality Score: -13 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeBlend

Profile
Fundamentals
Details
Category
Large Blend
Address
BlackRock Funds III400 Howard StreetSan Francisco
Phone
8006439691
Web
www.blackrock.com
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WFSPX and MutualFunds

Correlation & Price change

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To WFSPX
1D Price
Change %
WFSPX100%
-0.38%
VFFSX - WFSPX
100%
Closely correlated
-0.39%
VSMPX - WFSPX
99%
Closely correlated
-0.49%
VSTSX - WFSPX
99%
Closely correlated
-0.49%
VITSX - WFSPX
88%
Closely correlated
-0.48%
VTSMX - WFSPX
88%
Closely correlated
-0.49%
More