MENU

HADUX Horizon Equity Premium Income Advisor Forecast, Technical & Fundamental Analysis

Category Trading
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), NVIDIA Corp (NASDAQ:NVDA), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META), Broadcom Inc. (NASDAQ:AVGO), JPMorgan Chase & Co (NYSE:JPM), Exxon Mobil Corp (NYSE:XOM), Johnson & Johnson (NYSE:JNJ).

Industry description

The investment seeks capital appreciation and current income. The adviser seeks to achieve the fund's investment objective by investing primarily in the equity securities of U.S. and foreign dividend paying companies. Equity securities include common and preferred stock, convertible debt securities, ADRs, and REITs. It will invest not less than 80% of the value of its net assets in "dividend paying securities", which the Adviser defines as equity securities that have paid a dividend in the prior 12 calendar months or that the Adviser believes are reasonably likely to pay a dividend in the 12 calendar months following the fund's acquisition of the security.

Market Cap

The average market capitalization across the Horizon Equity Premium Income Advisor MF is 1.59T. The market cap for tickers in the group ranges from 380.22B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is JNJ at 380.22B.

Volume

The average weekly volume growth across all stocks in the Horizon Equity Premium Income Advisor MF was -23%. For the same stocks of the MF, the average monthly volume growth was 8% and the average quarterly volume growth was -37%

Fundamental Analysis Ratings

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

Valuation Rating: 74
P/E Growth Rating: 58
Price Growth Rating: 42
SMR Rating: 33
Profit Risk Rating: 15
Seasonality Score: -42 (-100 ... +100)
View a ticker or compare two or three
Ad is loading...
A.I. Advisor
published General Information

General Information

Category Trading

Profile
Fundamentals
Details
Category
Derivative Income
Address
Horizon Funds13024 Ballantyne Corporate Place, Suite 225Charlotte
Phone
(704) 544-2399
Web
www.horizonmutualfunds.com
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
SOXS24.920.77
+3.19%
Direxion Daily Semicondct Bear 3X ETF
WTMF35.770.03
+0.08%
WisdomTree Managed Futures Strategy ETF
PFI54.84-0.02
-0.04%
Invesco Dorsey Wright Financial Momt ETF
PSFO28.12-0.02
-0.07%
Pacer Swan SOS Flex (October) ETF
DFAS63.75-0.05
-0.08%
Dimensional US Small Cap ETF

HADUX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, HADUX has been closely correlated with FFMMX. These tickers have moved in lockstep 91% of the time. This A.I.-generated data suggests there is a high statistical probability that if HADUX jumps, then FFMMX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To HADUX
1D Price
Change %
HADUX100%
-0.14%
FFMMX - HADUX
91%
Closely correlated
-0.27%
FFFMX - HADUX
90%
Closely correlated
-0.26%
VIVIX - HADUX
83%
Closely correlated
-0.21%
VIVAX - HADUX
83%
Closely correlated
-0.21%
VVIAX - HADUX
83%
Closely correlated
-0.21%
More