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DSMZX Destinations Small-Mid Cap Equity Z Forecast, Technical & Fundamental Analysis

Category MidCapBlend
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Humana (NYSE:HUM).

Industry description

The investment seeks 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 the equity securities of small- and mid-capitalization companies. It invests primarily in common and preferred stock, rights or warrants to purchase common or preferred stock, securities convertible into common or preferred stock such as convertible preferred stock, bonds or debentures, and other securities with equity characteristics. The fund may invest a portion of its assets in securities of micro-cap companies.

Market Cap

The average market capitalization across the Destinations Small-Mid Cap Equity Z MF is 20B. The market cap for tickers in the group ranges from 3.79B to 59.14B. SMCI holds the highest valuation in this group at 59.14B. The lowest valued company is CAMT at 3.79B.

Volume

The average weekly volume growth across all stocks in the Destinations Small-Mid Cap Equity Z MF was 0%. For the same stocks of the MF, the average monthly volume growth was 35% 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: 65
P/E Growth Rating: 54
Price Growth Rating: 48
SMR Rating: 56
Profit Risk Rating: 25
Seasonality Score: -37 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category MidCapBlend

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

Correlation & Price change

A.I.dvisor indicates that over the last year, DSMZX has been closely correlated with FSMDX. These tickers have moved in lockstep 92% of the time. This A.I.-generated data suggests there is a high statistical probability that if DSMZX jumps, then FSMDX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To DSMZX
1D Price
Change %
DSMZX100%
N/A
FSMDX - DSMZX
92%
Closely correlated
-0.12%
FSMAX - DSMZX
91%
Closely correlated
+0.04%
VSEMX - DSMZX
89%
Closely correlated
N/A
VEMPX - DSMZX
88%
Closely correlated
N/A
VEXAX - DSMZX
88%
Closely correlated
N/A
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