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DGEZX
Mutual Fund ticker: NASDAQ
AS OF
Jan 22 closing price
Price
$12.41
Change
-$0.07 (-0.56%)
Net Assets
511.6M

DGEZX Destinations Equity Income Z Forecast, Technical & Fundamental Analysis

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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are JPMorgan Chase & Co (NYSE:JPM), Chevron Corp (NYSE:CVX), Wells Fargo & Co (NYSE:WFC), Philip Morris International (NYSE:PM), AT&T (NYSE:T), Gilead Sciences (NASDAQ:GILD), Dominion Energy (NYSE:D).

Industry description

The investment seeks current income with secondary objective of long-term capital appreciation. The fund will invest at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in dividend-paying equity securities of both U.S.-based and foreign companies. It invests primarily in common stock, preferred stock, interests in REITs, foreign securities, depositary receipts, equity-linked notes and derivatives that are believed to be attractively valued and to have the potential for long-term growth. The fund typically will invest in foreign securities, including securities of issuers located in emerging markets.

Market Cap

The average market capitalization across the Destinations Equity Income Z MF is 199.45B. The market cap for tickers in the group ranges from 41.18B to 573.02B. JPM holds the highest valuation in this group at 573.02B. The lowest valued company is D at 41.18B.

Volume

The average weekly volume growth across all stocks in the Destinations Equity Income Z MF was -40%. For the same stocks of the MF, the average monthly volume growth was 14% and the average quarterly volume growth was 7%

Fundamental Analysis Ratings

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

Valuation Rating: 56
P/E Growth Rating: 23
Price Growth Rating: 29
SMR Rating: 39
Profit Risk Rating: 37
Seasonality Score: 13 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category ForeignLargeValue

Profile
Fundamentals
Details
Category
Global Large-Stock Value
Address
Brinker Capital Destinations Trust1055 Westlakes Drive, Suite 250Berwyn
Phone
(610) 407-8348
Web
N/A
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DGEZX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, DGEZX has been closely correlated with DGEFX. These tickers have moved in lockstep 100% of the time. This A.I.-generated data suggests there is a high statistical probability that if DGEZX jumps, then DGEFX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To DGEZX
1D Price
Change %
DGEZX100%
-0.56%
DGEFX - DGEZX
100%
Closely correlated
-0.62%
FMDRX - DGEZX
89%
Closely correlated
-0.20%
TEDSX - DGEZX
89%
Closely correlated
-0.21%
TEDRX - DGEZX
89%
Closely correlated
-0.21%
TEDIX - DGEZX
87%
Closely correlated
-0.24%
More