The investment seeks current income and long-term growth of income; capital appreciation is a secondary objective... Show more
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Category ModerateAllocation
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| PALU | 20.82 | 0.42 | +2.06% |
| Direxion Daily PANW Bull 2X Shares | |||
| OVL | 53.41 | 0.23 | +0.44% |
| Overlay Shares Large Cap Equity ETF | |||
| DFUS | 74.06 | 0.15 | +0.20% |
| Dimensional US Equity Market ETF | |||
| VFVA | 130.84 | 0.13 | +0.10% |
| Vanguard US Value Factor ETF | |||
| LDEM | 58.72 | -0.19 | -0.31% |
| iShares® ESG MSCI EM Leaders ETF | |||
A.I.dvisor indicates that over the last year, CAPFX has been closely correlated with BKMIX. These tickers have moved in lockstep 87% of the time. This A.I.-generated data suggests there is a high statistical probability that if CAPFX jumps, then BKMIX could also see price increases.
| Ticker / NAME | Correlation To CAPFX | 1D Price Change % | ||
|---|---|---|---|---|
| CAPFX | 100% | N/A | ||
| BKMIX - CAPFX | 87% Closely correlated | N/A | ||
| BIICX - CAPFX | 86% Closely correlated | N/A | ||
| HBLYX - CAPFX | 83% Closely correlated | N/A | ||
| HBLTX - CAPFX | 83% Closely correlated | N/A | ||
| HBLFX - CAPFX | 83% Closely correlated | N/A | ||
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