The investment seeks long-term capital appreciation... Show more
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Category SmallValue
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| DWGAX | 14.10 | 0.08 | +0.57% |
| American Funds Dvlpg Wld Gr&Inc A | |||
| PSCRX | 15.39 | 0.07 | +0.46% |
| Putnam Small Cap Value R | |||
| KNGLX | 11.48 | 0.03 | +0.26% |
| Vest S&P500 Div Aristocrats Trgt Inc Inv | |||
| PBCKX | 51.05 | 0.06 | +0.12% |
| Principal Blue Chip Institutional | |||
| NQVRX | 63.84 | 0.06 | +0.09% |
| Nuveen Multi Cap Value I | |||
A.I.dvisor indicates that over the last year, ESPIX has been closely correlated with UBVVX. These tickers have moved in lockstep 94% of the time. This A.I.-generated data suggests there is a high statistical probability that if ESPIX jumps, then UBVVX could also see price increases.
| Ticker / NAME | Correlation To ESPIX | 1D Price Change % | ||
|---|---|---|---|---|
| ESPIX | 100% | N/A | ||
| UBVVX - ESPIX | 94% Closely correlated | -0.27% | ||
| SSGSX - ESPIX | 93% Closely correlated | +0.19% | ||
| DFFVX - ESPIX | 92% Closely correlated | +0.28% | ||
| DFSVX - ESPIX | 92% Closely correlated | +0.28% | ||
| VISVX - ESPIX | 91% Closely correlated | +0.28% | ||
More | ||||