The investment seeks to outperform the total return performance of the S&P SmallCap 600® Index ("index") while maintaining a market level of risk... Show more
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Category SmallBlend
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| ROFIX | 18.14 | 0.06 | +0.33% |
| Royce Small-Cap Opportunity Instl | |||
| NSMCX | 27.83 | 0.07 | +0.25% |
| Nuveen Small/Mid-Cap Value C | |||
| TSRPX | 20.59 | 0.04 | +0.19% |
| Nuveen Quant Small Cap Equity Premier | |||
| VBAIX | 52.27 | -0.24 | -0.46% |
| Vanguard Balanced Index I | |||
| ESEIX | 27.94 | -0.74 | -2.58% |
| Eaton Vance Atlanta Capital Sel Eq I | |||
A.I.dvisor indicates that over the last year, IPSIX has been closely correlated with DFSTX. These tickers have moved in lockstep 95% of the time. This A.I.-generated data suggests there is a high statistical probability that if IPSIX jumps, then DFSTX could also see price increases.
| Ticker / NAME | Correlation To IPSIX | 1D Price Change % | ||
|---|---|---|---|---|
| IPSIX | 100% | -0.41% | ||
| DFSTX - IPSIX | 95% Closely correlated | +0.11% | ||
| FTHFX - IPSIX | 95% Closely correlated | N/A | ||
| VSCPX - IPSIX | 94% Closely correlated | +0.13% | ||
| FSSNX - IPSIX | 94% Closely correlated | N/A | ||
| VSCIX - IPSIX | 94% Closely correlated | +0.12% | ||
More | ||||