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DSHFX Brinker Capital Destinations Shelter I Forecast, Technical & Fundamental Analysis

Category Unknown
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOG), Meta Platforms (NASDAQ:META), Broadcom Inc. (NASDAQ:AVGO), Eli Lilly & Co (NYSE:LLY), JPMorgan Chase & Co (NYSE:JPM).

Industry description

The investment seeks capital appreciation with lower volatility than broad equity markets. The fund’s investment strategy seeks to provide capital appreciation through broad exposure to the equity markets with a lower volatility profile than long-only equity strategies, due to its implementation of a hedging strategy that uses index options to seek to limit the magnitude of negative returns during a declining equity market, thereby reducing the level of positive returns required to recoup losses.

Market Cap

The average market capitalization across the Brinker Capital Destinations Shelter I MF is 1.85T. The market cap for tickers in the group ranges from 573.02B to 3.48T. NVDA holds the highest valuation in this group at 3.48T. The lowest valued company is JPM at 573.02B.

Volume

The average weekly volume growth across all stocks in the Brinker Capital Destinations Shelter I MF was 53%. For the same stocks of the MF, the average monthly volume growth was 29% and the average quarterly volume growth was -3%

Fundamental Analysis Ratings

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

Valuation Rating: 80
P/E Growth Rating: 63
Price Growth Rating: 37
SMR Rating: 29
Profit Risk Rating: 12
Seasonality Score: 14 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category Unknown

Profile
Fundamentals
Details
Category
Equity Hedged
Address
Brinker Capital Destinations Trust1055 Westlakes Drive, Suite 250Berwyn
Phone
(610) 407-8348
Web
N/A
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DSHFX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, DSHFX has been closely correlated with GATEX. These tickers have moved in lockstep 98% of the time. This A.I.-generated data suggests there is a high statistical probability that if DSHFX jumps, then GATEX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To DSHFX
1D Price
Change %
DSHFX100%
-1.01%
GATEX - DSHFX
98%
Closely correlated
-0.84%
JHTGX - DSHFX
95%
Closely correlated
-0.86%
JHTAX - DSHFX
95%
Closely correlated
-0.92%
JHDCX - DSHFX
88%
Closely correlated
-0.70%
JHQCX - DSHFX
70%
Closely correlated
-0.90%
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