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 % |
| ROKT | 76.80 | 0.91 | +1.21% |
| Stt Strt® SPDR® S&PKenshoFnlFrntrsETF | |||
| BHK | 9.53 | 0.01 | +0.11% |
| Blackrock Core BD TR | |||
| IEI | 119.66 | 0.10 | +0.08% |
| iShares 3-7 Year Treasury Bond ETF | |||
| IBMT | 25.89 | 0.02 | +0.06% |
| iShares iBonds Dec 2031 Term Muni Bd ETF | |||
| SPRE | 19.49 | -0.07 | -0.36% |
| SP Funds S&P Global REIT Sharia ETF | |||
A.I.dvisor indicates that over the last year, CAPSX 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 CAPSX jumps, then BKMIX could also see price increases.
| Ticker / NAME | Correlation To CAPSX | 1D Price Change % | ||
|---|---|---|---|---|
| CAPSX | 100% | N/A | ||
| BKMIX - CAPSX | 87% Closely correlated | N/A | ||
| BIICX - CAPSX | 86% Closely correlated | N/A | ||
| HBLFX - CAPSX | 83% Closely correlated | N/A | ||
| HBLVX - CAPSX | 83% Closely correlated | N/A | ||
| HBLAX - CAPSX | 83% Closely correlated | N/A | ||
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