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BLUIX Blueprint Adaptive Growth Allc Instl Forecast, Technical & Fundamental Analysis

A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), NVIDIA Corp (NASDAQ:NVDA), Apple (NASDAQ:AAPL), Alphabet (NASDAQ:GOOG), Alphabet (NASDAQ:GOOGL), Amazon.com (NASDAQ:AMZN), Meta Platforms (NASDAQ:META).

Industry description

The investment seeks capital appreciation while managing risk. Under normal market conditions, the fund will seek growth through capital appreciation by investing in individual securities and shares of other investment companies, including exchange-traded funds ("ETFs"), open-end mutual funds, and closed-end funds. It may hold equity securities, either directly or indirectly, of all capitalizations, and may indirectly hold fixed-income securities of all credit qualities.

Market Cap

The average market capitalization across the Blueprint Adaptive Growth Allc Instl MF is 2.2T. The market cap for tickers in the group ranges from 1.24T to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is META at 1.24T.

Volume

The average weekly volume growth across all stocks in the Blueprint Adaptive Growth Allc Instl MF was -31%. For the same stocks of the MF, the average monthly volume growth was -39% and the average quarterly volume growth was -70%

Fundamental Analysis Ratings

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

Valuation Rating: 76
P/E Growth Rating: 76
Price Growth Rating: 41
SMR Rating: 26
Profit Risk Rating: 18
Seasonality Score: -66 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category ModerateAllocation

Profile
Fundamentals
Details
Category
Moderate Allocation
Address
Ultimus Managers Trust225 Pictoria Drive, Suite 450Cincinnati
Phone
N/A
Web
N/A
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BLUIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, BLUIX has been closely correlated with FBONX. These tickers have moved in lockstep 93% of the time. This A.I.-generated data suggests there is a high statistical probability that if BLUIX jumps, then FBONX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To BLUIX
1D Price
Change %
BLUIX100%
-0.21%
FBONX - BLUIX
93%
Closely correlated
-0.25%
FBAFX - BLUIX
92%
Closely correlated
-0.25%
RLEFX - BLUIX
91%
Closely correlated
-0.25%
RLBGX - BLUIX
91%
Closely correlated
-0.25%
RAMHX - BLUIX
91%
Closely correlated
-0.26%
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