MENU
+Compare
BIRKX
Mutual Fund ticker: NASDAQ
AS OF
Jun 13 closing price
Price
$21.63
Change
-$0.26 (-1.19%)
Net Assets
875.53M

BIRKX BlackRock Sustainable Adg Lg Cp Cr K Forecast, Technical & Fundamental Analysis

The investment seeks to provide total return while seeking to maintain certain environmental, social and governance (“ESG”) characteristics, climate risk exposure and climate opportunities relative to the fund’s benchmark... Show more

Category: #Large Blend
Interact to see
Advertisement
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), Eli Lilly & Co (NYSE:LLY), Mastercard (NYSE:MA), Home Depot (NYSE:HD).

Industry description

The investment seeks to provide total return while seeking to maintain certain environmental, social and governance (“ESG”) characteristics, climate risk exposure and climate opportunities relative to the fund’s benchmark. Under normal circumstances, the fund seeks to invest at least 80% of its net assets plus the amount of any borrowings for investment purposes in large cap equity securities and derivatives that have similar economic characteristics to such securities. Equity securities include common stock and preferred stock. It primarily seeks to buy common stock.

Market Cap

The average market capitalization across the BlackRock Sustainable Adg Lg Cp Cr K MF is 1.82T. The market cap for tickers in the group ranges from 380.15B to 3.46T. NVDA holds the highest valuation in this group at 3.46T. The lowest valued company is HD at 380.15B.

Volume

The average weekly volume growth across all stocks in the BlackRock Sustainable Adg Lg Cp Cr K MF was 5%. For the same stocks of the MF, the average monthly volume growth was -30% and the average quarterly volume growth was -7%

Fundamental Analysis Ratings

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

Valuation Rating: 66
P/E Growth Rating: 70
Price Growth Rating: 43
SMR Rating: 20
Profit Risk Rating: 23
Seasonality Score: 46 (-100 ... +100)
View a ticker or compare two or three
Interact to see
Advertisement
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
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
CMDY51.870.85
+1.68%
iShares Blmbrg Roll Sel Cmdty Strart ETF
BSCP20.730.01
+0.05%
Invesco BulletShares 2025 Corp Bd ETF
NBSD50.88-0.04
-0.07%
Neuberger Berman Short Duration Inc ETF
QIS21.84-0.13
-0.59%
Simplify Multi-QIS Alternative ETF
NIE22.85-0.33
-1.42%
Virtus Equity & Convertible Income Fund

BIRKX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, BIRKX has been closely correlated with VTSAX. These tickers have moved in lockstep 94% of the time. This A.I.-generated data suggests there is a high statistical probability that if BIRKX jumps, then VTSAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To BIRKX
1D Price
Change %
BIRKX100%
-1.19%
VTSAX - BIRKX
94%
Closely correlated
-1.17%
VTSMX - BIRKX
94%
Closely correlated
-1.17%
VITSX - BIRKX
94%
Closely correlated
-1.17%
VSMPX - BIRKX
94%
Closely correlated
-1.17%
VSTSX - BIRKX
87%
Closely correlated
-1.17%
More