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FOCIX Fairholme Focused Income Forecast, Technical & Fundamental Analysis

A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Enterprise Products Partners LP (NYSE:EPD).

Industry description

The investment seeks current income. The fund invests in a focused portfolio of cash distributing securities. To maintain maximum flexibility, the securities in which it may invest include corporate bonds and other corporate debt securities of issuers in the U.S. and foreign countries, bank debt (including bank loans and participations), government and agency debt securities of the U.S. and foreign countries, convertible bonds and other convertible securities, and equity securities, including preferred and common stock of issuers in the U.S. and foreign countries, interests in PTPs, and interests in REITs. The fund is non-diversified.

Market Cap

The average market capitalization across the Fairholme Focused Income MF is 59.86B. The market cap for tickers in the group ranges from 5.14B to 63.68B. EPD holds the highest valuation in this group at 63.68B. The lowest valued company is OZK at 5.14B.

Volume

The average weekly volume growth across all stocks in the Fairholme Focused Income MF was -13%. For the same stocks of the MF, the average monthly volume growth was -0% and the average quarterly volume growth was -25%

Fundamental Analysis Ratings

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

Valuation Rating: 38
P/E Growth Rating: 35
Price Growth Rating: 36
SMR Rating: 56
Profit Risk Rating: 41
Seasonality Score: 3 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category ModerateAllocation

Profile
Fundamentals
Details
Category
Moderately Conservative Allocation
Address
Fairholme Funds Inc4400 Biscayne Boulevard, 9th FloorMiami
Phone
N/A
Web
www.fairholmefunds.com
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FOCIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, FOCIX has been loosely correlated with BHYIX. These tickers have moved in lockstep 61% of the time. This A.I.-generated data suggests there is some statistical probability that if FOCIX jumps, then BHYIX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To FOCIX
1D Price
Change %
FOCIX100%
+0.08%
BHYIX - FOCIX
61%
Loosely correlated
N/A
HBLVX - FOCIX
60%
Loosely correlated
-0.19%
HBLFX - FOCIX
60%
Loosely correlated
-0.26%
BHYSX - FOCIX
60%
Loosely correlated
+0.14%
BHYRX - FOCIX
59%
Loosely correlated
N/A
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