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DGEZX
Mutual Fund ticker: NASDAQ
AS OF
Oct 17 closing price
Price
$13.74
Change
+$0.06 (+0.44%)
Net Assets
478.08M

DGEZX Destinations Equity Income Z Forecast, Technical & Fundamental Analysis

The investment seeks current income with secondary objective of long-term capital appreciation... Show more

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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are JPMorgan Chase & Co (NYSE:JPM), Chevron Corp (NYSE:CVX), Wells Fargo & Co (NYSE:WFC), Philip Morris International (NYSE:PM), AT&T (NYSE:T), Gilead Sciences (NASDAQ:GILD), Dominion Energy (NYSE:D).

Industry description

The investment seeks current income with secondary objective of long-term capital appreciation. The fund will invest at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in dividend-paying equity securities of both U.S.-based and foreign companies. It invests primarily in common stock, preferred stock, interests in REITs, foreign securities, depositary receipts, equity-linked notes and derivatives that are believed to be attractively valued and to have the potential for long-term growth. The fund typically will invest in foreign securities, including securities of issuers located in emerging markets.

Market Cap

The average market capitalization across the Destinations Equity Income Z MF is 270.25B. The market cap for tickers in the group ranges from 51.7B to 810.02B. JPM holds the highest valuation in this group at 810.02B. The lowest valued company is D at 51.7B.

Volume

The average weekly volume growth across all stocks in the Destinations Equity Income Z MF was 37%. For the same stocks of the MF, the average monthly volume growth was 57% and the average quarterly volume growth was 40%

Fundamental Analysis Ratings

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

Valuation Rating: 56
P/E Growth Rating: 46
Price Growth Rating: 42
SMR Rating: 30
Profit Risk Rating: 22
Seasonality Score: 44 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category ForeignLargeValue

Profile
Fundamentals
Details
Category
Global Large-Stock Value
Address
Brinker Capital Destinations Trust1055 Westlakes Drive, Suite 250Berwyn
Phone
(610) 407-8348
Web
N/A
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DGEZX and MutualFunds

Correlation & Price change

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To DGEZX
1D Price
Change %
DGEZX100%
+0.44%
DGEFX - DGEZX
100%
Closely correlated
+0.42%
FMDRX - DGEZX
89%
Closely correlated
+0.60%
TEDSX - DGEZX
89%
Closely correlated
+0.55%
TEDRX - DGEZX
89%
Closely correlated
+0.57%
TEDIX - DGEZX
87%
Closely correlated
+0.59%
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