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HCMWX HCM Dividend Sector Plus A1 Forecast, Technical & Fundamental Analysis

Category LargeValue
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Lennar Corp (NYSE:LEN), Pultegroup (NYSE:PHM).

Industry description

The investment seeks long-term capital appreciation. The fund seeks to achieve its investment objective through investments in (i) dividend paying equity securities of companies included in the S&P 500; (ii) "plus" other investment companies (mutual funds, closed-end funds and ETFs), including investment companies that use leverage; and (iii) cash and cash equivalents and put and call options. The fund is designed to maximize returns through investing in any combination of sectors, asset classes, and sub-sectors as determined by the HCM-BuyLine®.

Market Cap

The average market capitalization across the HCM Dividend Sector Plus A1 MF is 132.34B. The market cap for tickers in the group ranges from 12B to 47.28B. LEN holds the highest valuation in this group at 47.28B. The lowest valued company is RL at 12B.

Volume

The average weekly volume growth across all stocks in the HCM Dividend Sector Plus A1 MF was -6%. For the same stocks of the MF, the average monthly volume growth was -9% and the average quarterly volume growth was -14%

Fundamental Analysis Ratings

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

Valuation Rating: 56
P/E Growth Rating: 38
Price Growth Rating: 30
SMR Rating: 54
Profit Risk Rating: 51
Seasonality Score: -16 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeValue

Profile
Fundamentals
Details
Category
Large Value
Address
Northern Lights Fund Trust III17605 WRIGHT STREETOmaha
Phone
631-470-2621
Web
www.thecoveredbridgefund.com
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HCMWX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, HCMWX has been closely correlated with RWIBX. These tickers have moved in lockstep 83% of the time. This A.I.-generated data suggests there is a high statistical probability that if HCMWX jumps, then RWIBX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To HCMWX
1D Price
Change %
HCMWX100%
-0.73%
RWIBX - HCMWX
83%
Closely correlated
-0.58%
RWICX - HCMWX
83%
Closely correlated
-0.57%
RWIFX - HCMWX
83%
Closely correlated
-0.57%
RWBEX - HCMWX
83%
Closely correlated
-0.57%
RWIEX - HCMWX
83%
Closely correlated
-0.59%
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