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DSHZX
Mutual Fund ticker: NASDAQ
AS OF
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Price
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Change
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Net Assets
99.1M

DSHZX Brinker Capital Destinations Shelter Z Forecast, Technical & Fundamental Analysis

Category LargeBlend
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Apple (NASDAQ:AAPL), Microsoft Corp (NASDAQ:MSFT), Alphabet (NASDAQ:GOOG), Amazon.com (NASDAQ:AMZN), NVIDIA Corp (NASDAQ:NVDA), Meta Platforms (NASDAQ:META), Tesla (NASDAQ:TSLA), Unitedhealth Group (NYSE:UNH), Exxon Mobil Corp (NYSE:XOM).

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 Z MF is 1.28T. The market cap for tickers in the group ranges from 411.63B to 2.96T. AAPL holds the highest valuation in this group at 2.96T. The lowest valued company is XOM at 411.63B.

Volume

The average weekly volume growth across all stocks in the Brinker Capital Destinations Shelter Z MF was -46%. For the same stocks of the MF, the average monthly volume growth was -54% and the average quarterly volume growth was -67%

Fundamental Analysis Ratings

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

Valuation Rating: 72
P/E Growth Rating: 36
Price Growth Rating: 32
SMR Rating: 32
Profit Risk Rating: 22
Seasonality Score: 6 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeBlend

Profile
Fundamentals
Details
Category
Options Trading
Address
Brinker Capital Destinations Trust1055 Westlakes Drive, Suite 250Berwyn
Phone
(610) 407-8348
Web
N/A
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DSHZX and

Correlation & Price change

A.I.dvisor indicates that over the last year, DSHZX has been loosely correlated with JHQPX. These tickers have moved in lockstep 65% of the time. This A.I.-generated data suggests there is some statistical probability that if DSHZX jumps, then JHQPX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To DSHZX
1D Price
Change %
DSHZX100%
N/A
JHQPX - DSHZX
65%
Loosely correlated
N/A
JHQCX - DSHZX
65%
Loosely correlated
N/A
JHQRX - DSHZX
60%
Loosely correlated
N/A
JHEQX - DSHZX
59%
Loosely correlated
N/A
JHQAX - DSHZX
59%
Loosely correlated
N/A