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HDCEX Rational Equity Armor Fund C Forecast, Technical & Fundamental Analysis

Category Unknown
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Meta Platforms (NASDAQ:META).

Industry description

The investment seeks total return on investment, with dividend income an important component of that return. The fund will invest at least 80% of its net assets, plus the amount of borrowings for investment purposes, in equity securities. It seeks to achieve its investment objective by investing primarily in the common stock of dividend paying companies included within the S&P 500 Index. The fund may also invest in exchange traded funds (“ETFs”).

Market Cap

The average market capitalization across the Rational Equity Armor Fund C MF is 2.29T. The market cap for tickers in the group ranges from 632.33B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is BRK.B at 632.33B.

Volume

The average weekly volume growth across all stocks in the Rational Equity Armor Fund C MF was 79%. For the same stocks of the MF, the average monthly volume growth was 115% and the average quarterly volume growth was 79%

Fundamental Analysis Ratings

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

Valuation Rating: 76
P/E Growth Rating: 71
Price Growth Rating: 42
SMR Rating: 26
Profit Risk Rating: 18
Seasonality Score: -4 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category Unknown

Profile
Fundamentals
Details
Category
Equity Hedged
Address
Rational Funds36 North New York AvenueNY
Phone
1-800-253-0412
Web
www.rationalmf.com
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HDCEX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, HDCEX has been closely correlated with GATEX. These tickers have moved in lockstep 88% of the time. This A.I.-generated data suggests there is a high statistical probability that if HDCEX jumps, then GATEX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To HDCEX
1D Price
Change %
HDCEX100%
N/A
GATEX - HDCEX
88%
Closely correlated
-0.84%
JHQPX - HDCEX
84%
Closely correlated
-0.89%
JHQRX - HDCEX
84%
Closely correlated
-0.92%
JHQCX - HDCEX
84%
Closely correlated
-0.90%
JHQAX - HDCEX
84%
Closely correlated
-0.90%
More