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STBIX
Mutual Fund ticker: NASDAQ
AS OF
Jun 13 closing price
Price
$447.52
Change
-$5.04 (-1.11%)
Net Assets
11.24B

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

The investment seeks to replicate as closely as possible, before expenses, the performance of the Standard & Poor's 500 Index... Show more

Category: #Large Blend
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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 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 2.06T. The market cap for tickers in the group ranges from 632.33B to 3.46T. NVDA holds the highest valuation in this group at 3.46T. The lowest valued company is BRK.B at 632.33B.

Volume

The average weekly volume growth across all stocks in the State Street Equity 500 Index Svc MF was -3%. For the same stocks of the MF, the average monthly volume growth was -30% and the average quarterly volume growth was -27%

Fundamental Analysis Ratings

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

Valuation Rating: 62
P/E Growth Rating: 71
Price Growth Rating: 37
SMR Rating: 26
Profit Risk Rating: 22
Seasonality Score: 47 (-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 MutualFunds

Correlation & Price change

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To STBIX
1D Price
Change %
STBIX100%
-1.11%
VTSMX - STBIX
100%
Closely correlated
-1.17%
VTSAX - STBIX
100%
Closely correlated
-1.17%
VSMPX - STBIX
100%
Closely correlated
-1.17%
VSTSX - STBIX
100%
Closely correlated
-1.17%
VITSX - STBIX
100%
Closely correlated
-1.17%
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