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AEPIX
Mutual Fund ticker: NASDAQ
AS OF
Jun 13 closing price
Price
$25.01
Change
-$0.25 (-0.99%)
Net Assets
3.6M

AEPIX Allspring Managed Acct Corebuilder EPI Forecast, Technical & Fundamental Analysis

The investment seeks long-term total return, consisting of capital appreciation and current income... Show more

Category: #Large Blend
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Alphabet (NASDAQ:GOOG), Meta Platforms (NASDAQ:META), Broadcom Inc. (NASDAQ:AVGO), Eli Lilly & Co (NYSE:LLY), JPMorgan Chase & Co (NYSE:JPM), Unitedhealth Group (NYSE:UNH), Lam Research Corp (NASDAQ:LRCX), Suncor Energy (NYSE:SU).

Industry description

The investment seeks long-term total return, consisting of capital appreciation and current income. Under normal circumstances, the fund invests at least 80% of the fund's net assets in equity securities of large capitalization U.S. companies. It invests principally in a diversified portfolio of equity securities of approximately 40 to 60 large capitalization U.S. companies. The fund may sell call options with a notional value up to 250% of the value of the fund's portfolio.

Market Cap

The average market capitalization across the Allspring Managed Acct Corebuilder EPI MF is 1.21T. The market cap for tickers in the group ranges from 48.23B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is SU at 48.23B.

Volume

The average weekly volume growth across all stocks in the Allspring Managed Acct Corebuilder EPI MF was -8%. For the same stocks of the MF, the average monthly volume growth was -20% and the average quarterly volume growth was -33%

Fundamental Analysis Ratings

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

Valuation Rating: 57
P/E Growth Rating: 62
Price Growth Rating: 38
SMR Rating: 27
Profit Risk Rating: 26
Seasonality Score: 33 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeBlend

Profile
Fundamentals
Details
Category
Large Blend
Address
Allspring Funds Trust525 Market StreetSan Francisco
Phone
800-222-8222
Web
www.allspringglobal.com
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AEPIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, AEPIX has been closely correlated with VTSMX. These tickers have moved in lockstep 96% of the time. This A.I.-generated data suggests there is a high statistical probability that if AEPIX jumps, then VTSMX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To AEPIX
1D Price
Change %
AEPIX100%
+0.20%
VTSMX - AEPIX
96%
Closely correlated
+0.31%
VTSAX - AEPIX
96%
Closely correlated
+0.31%
VSTSX - AEPIX
96%
Closely correlated
+0.31%
VITSX - AEPIX
96%
Closely correlated
+0.31%
VSMPX - AEPIX
96%
Closely correlated
+0.31%
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