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CMEUX Six Circles Mgd Eq Port US Uncons Forecast, Technical & Fundamental Analysis

Category LargeBlend
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:GOOGL), Alphabet (NASDAQ:GOOG), Amazon.com (NASDAQ:AMZN), Meta Platforms (NASDAQ:META), Eli Lilly & Co (NYSE:LLY), Unitedhealth Group (NYSE:UNH), United Parcel Service (NYSE:UPS).

Industry description

The investment seeks to provide capital appreciation. Under normal circumstances, the fund will invest at least 80% of its net assets (plus borrowings) in equity securities issued by U.S. companies and other instruments with economic characteristics similar to equity securities issued by U.S. companies. It may also invest a portion of its assets in securities of real estate investment trusts ("REITs") that own and/or manage properties. The fund is non-diversified.

Market Cap

The average market capitalization across the Six Circles Mgd Eq Port US Uncons MF is 1.68T. The market cap for tickers in the group ranges from 126.8B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is UPS at 126.8B.

Volume

The average weekly volume growth across all stocks in the Six Circles Mgd Eq Port US Uncons MF was 22%. For the same stocks of the MF, the average monthly volume growth was 11% and the average quarterly volume growth was 13%

Fundamental Analysis Ratings

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

Valuation Rating: 69
P/E Growth Rating: 55
Price Growth Rating: 42
SMR Rating: 29
Profit Risk Rating: 18
Seasonality Score: 1 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeBlend

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Large Blend
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CMEUX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, CMEUX has been loosely correlated with VSTSX. These tickers have moved in lockstep 64% of the time. This A.I.-generated data suggests there is some statistical probability that if CMEUX jumps, then VSTSX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To CMEUX
1D Price
Change %
CMEUX100%
-0.57%
VSTSX - CMEUX
64%
Loosely correlated
-0.32%
VTSAX - CMEUX
64%
Loosely correlated
-0.31%
VTSMX - CMEUX
63%
Loosely correlated
-0.32%
VITSX - CMEUX
63%
Loosely correlated
-0.31%
VSMPX - CMEUX
63%
Loosely correlated
-0.32%
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