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DAEIX
Mutual Fund ticker: NASDAQ
AS OF
Jun 13 closing price
Price
$20.89
Change
-$0.21 (-1.00%)
Net Assets
89.14M

DAEIX Dean Equity Income Forecast, Technical & Fundamental Analysis

The investment seeks long-term capital appreciation with an income focus... Show more

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

Notable companies

The most notable companies in this group are Johnson & Johnson (NYSE:JNJ), Chevron Corp (NYSE:CVX), Texas Instruments (NASDAQ:TXN), Verizon Communications (NYSE:VZ), Altria Group (NYSE:MO), EOG Resources (NYSE:EOG).

Industry description

The investment seeks long-term capital appreciation with an income focus. The fund will primarily invest in equity securities of U.S. large cap companies. The fund may invest in the applicable securities directly, or indirectly through other investment companies (including exchange-traded funds) that invest primarily in such securities. The fund may also invest in high grade government bonds of varying maturities, typically one to ten years. The fund may from time to time overweight its investments in certain market sectors.

Market Cap

The average market capitalization across the Dean Equity Income MF is 134.19B. The market cap for tickers in the group ranges from 12.73B to 380.22B. JNJ holds the highest valuation in this group at 380.22B. The lowest valued company is LNT at 12.73B.

Volume

The average weekly volume growth across all stocks in the Dean Equity Income MF was 46%. For the same stocks of the MF, the average monthly volume growth was -3% and the average quarterly volume growth was 31%

Fundamental Analysis Ratings

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

Valuation Rating: 47
P/E Growth Rating: 47
Price Growth Rating: 43
SMR Rating: 47
Profit Risk Rating: 38
Seasonality Score: 7 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeValue

Profile
Fundamentals
Details
Category
Large Value
Address
Unified Series Trust225 PICTORIA DRIVE, SUITE 450CINCINNATI
Phone
N/A
Web
N/A
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DAEIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, DAEIX has been closely correlated with VVIAX. These tickers have moved in lockstep 89% of the time. This A.I.-generated data suggests there is a high statistical probability that if DAEIX jumps, then VVIAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To DAEIX
1D Price
Change %
DAEIX100%
-1.00%
VVIAX - DAEIX
89%
Closely correlated
-0.81%
VIVIX - DAEIX
89%
Closely correlated
-0.81%
VIVAX - DAEIX
89%
Closely correlated
-0.81%
DODGX - DAEIX
81%
Closely correlated
-1.04%
DOXGX - DAEIX
81%
Closely correlated
-1.04%
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