The investment seeks long-term capital growth and income through an actively managed portfolio of stocks, bonds and money market instruments... 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 % |
| CMCRX | 51.75 | 0.06 | +0.12% |
| Calvert US Mid Cap Core Rspnb Idx R6 | |||
| TMLCX | 44.18 | N/A | N/A |
| SEI Tax-Managed Large Cap F (SIMT) | |||
| FEUPX | 63.39 | -0.02 | -0.03% |
| American Fds EUPAC F-3 | |||
| BSMKX | 22.03 | -0.05 | -0.23% |
| iShares Russell Small/Mid-Cap Idx K | |||
| LMBCX | 14.73 | -0.06 | -0.41% |
| Franklin U.S. Small Cap Equity C | |||
A.I.dvisor indicates that over the last year, WSBFX has been closely correlated with FPACX. These tickers have moved in lockstep 87% of the time. This A.I.-generated data suggests there is a high statistical probability that if WSBFX jumps, then FPACX could also see price increases.
| Ticker / NAME | Correlation To WSBFX | 1D Price Change % | ||
|---|---|---|---|---|
| WSBFX | 100% | +0.41% | ||
| FPACX - WSBFX | 87% Closely correlated | +0.37% | ||
| FPCSX - WSBFX | 87% Closely correlated | +0.35% | ||
| RIDCX - WSBFX | 86% Closely correlated | +0.15% | ||
| FIQWX - WSBFX | 86% Closely correlated | +0.10% | ||
| FIFAX - WSBFX | 82% Closely correlated | +0.15% | ||
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