The investment seeks to provide long-term capital appreciation and moderate current income... Show more
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Category ModerateAllocation
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| MACEX | 19.74 | 0.43 | +2.23% |
| ClearBridge Emerging Markets A | |||
| FEMAX | 15.46 | 0.07 | +0.45% |
| First Eagle U.S. SMID Cap Opportunity A | |||
| DEVCX | 51.42 | 0.15 | +0.29% |
| Nomura Small Cap Value C | |||
| VHCAX | 260.69 | -0.02 | -0.01% |
| Vanguard Capital Opportunity Adm | |||
| GCMTX | 38.35 | -0.04 | -0.10% |
| Goldman Sachs Mid Cap Value Inv | |||
A.I.dvisor indicates that over the last year, VWENX has been closely correlated with BALCX. These tickers have moved in lockstep 87% of the time. This A.I.-generated data suggests there is a high statistical probability that if VWENX jumps, then BALCX could also see price increases.
| Ticker / NAME | Correlation To VWENX | 1D Price Change % | ||
|---|---|---|---|---|
| VWENX | 100% | +0.47% | ||
| BALCX - VWENX | 87% Closely correlated | +0.18% | ||
| BALFX - VWENX | 87% Closely correlated | +0.17% | ||
| CLBCX - VWENX | 81% Closely correlated | +0.17% | ||
| RLBFX - VWENX | 81% Closely correlated | +0.17% | ||
| CLBAX - VWENX | 81% Closely correlated | +0.17% | ||
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