The investment seeks 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 % |
| TRMVX | 29.03 | 0.17 | +0.59% |
| SEI Large Cap Value F (SIMT) | |||
| LAMTX | 26.32 | 0.14 | +0.53% |
| Lord Abbett Dividend Growth R5 | |||
| MECVX | 16.52 | 0.02 | +0.12% |
| NYLI Epoch Capital Growth Investor Class | |||
| RGAAX | 77.68 | -0.01 | -0.01% |
| American Funds Growth Fund of Amer R1 | |||
| HESAX | 48.46 | -0.01 | -0.02% |
| Horizon Defensive Core Advisor | |||
A.I.dvisor indicates that over the last year, UBVTX has been closely correlated with SSGSX. These tickers have moved in lockstep 96% of the time. This A.I.-generated data suggests there is a high statistical probability that if UBVTX jumps, then SSGSX could also see price increases.
| Ticker / NAME | Correlation To UBVTX | 1D Price Change % | ||
|---|---|---|---|---|
| UBVTX | 100% | -0.27% | ||
| SSGSX - UBVTX | 96% Closely correlated | +0.19% | ||
| ASVRX - UBVTX | 80% Closely correlated | -0.11% | ||
| VSCAX - UBVTX | 73% Closely correlated | +0.69% | ||
| WCMFX - UBVTX | 47% Loosely correlated | +0.18% | ||
| WCMJX - UBVTX | 47% Loosely correlated | +0.09% | ||
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