Mutual funds
Mutual funds: Active equity, balanced and multi-asset funds. Regime, heat score, performance, opportunities, signals and strategies for this investment category, refreshed weekly.
Mutual funds: Neutral regime, heat score +7
Investment category #4 of 10. Average move −3.3% over 1 month and +2.4% over 3 months; 60% of its assets trade above their 200-day average. Investor interest: High; quant signal potential: Low.
What we watch: Underlying holdings, relative returns, flows, costs, tracking error. Risk-off warning signs: Negative momentum, persistent outflows, excessive concentration.
| Asset | Price | 1 month | 3 months | 1 year | Regime | Opportunity score |
|---|---|---|---|---|---|---|
| ARK Innovation (ARKK) | 81.99 | −10.3% | +11.1% | −4.4% | Neutral | 55 (#38) |
| iShares 80/20 Aggressive (AOA) | 96.38 | −2.5% | +0.6% | +9.1% | Neutral | 66 (#28) |
| iShares 60/40 Balanced (AOR) | 68.14 | −2.2% | −0.1% | +5.3% | Neutral | 64 (#31) |
| iShares 40/60 Moderate (AOM) | 48.66 | −1.8% | −0.2% | +2.1% | Transition | 47 (#44) |
| JPMorgan Equity Premium Income (JEPI) | 56.85 | +0.2% | +0.5% | −0.8% | Bear | 36 (#58) |
Signals and alerts in Mutual funds
- Alert (high severity): JPMorgan Equity Premium Income (JEPI) – Broke below its 200-day average this week
- Bearish (confirmed, strength 70): JPMorgan Equity Premium Income (JEPI) breaks below its 200-day average
- Bearish (watch, strength 47): iShares 40/60 Moderate (AOM): death cross watch
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Source: Sonsero Markets weekly snapshot 2026-10-25 (market data from TradingView). Scores and regimes are rules-based descriptions of market conditions, not investment advice. Past performance and backtests do not guarantee future results.