The investment seeks current income and long-term growth of income; capital appreciation is a secondary objective... Show more
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Category ModerateAllocation
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| ITOT | 148.14 | 1.23 | +0.84% |
| iShares Core S&P Total US Stock Mkt ETF | |||
| REIT | 27.32 | 0.09 | +0.34% |
| ALPS Active REIT ETF | |||
| IBDY | 26.44 | 0.04 | +0.15% |
| iShares iBonds Dec 2033 Term Corp ETF | |||
| IBTQ | 25.84 | 0.01 | +0.02% |
| iShares iBonds Dec 2035 Term Trsy ETF | |||
| BSMT | 23.06 | N/A | N/A |
| Invesco BulletShares 2029 Muncpl Bd ETF | |||
A.I.dvisor indicates that over the last year, CAPCX has been closely correlated with BKMIX. These tickers have moved in lockstep 87% of the time. This A.I.-generated data suggests there is a high statistical probability that if CAPCX jumps, then BKMIX could also see price increases.
| Ticker / NAME | Correlation To CAPCX | 1D Price Change % | ||
|---|---|---|---|---|
| CAPCX | 100% | +0.28% | ||
| BKMIX - CAPCX | 87% Closely correlated | +0.19% | ||
| HBLAX - CAPCX | 87% Closely correlated | N/A | ||
| HBLSX - CAPCX | 87% Closely correlated | N/A | ||
| HBLYX - CAPCX | 87% Closely correlated | N/A | ||
| BIICX - CAPCX | 86% Closely correlated | +0.09% | ||
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