HDPBX Hodges Blue Chip Equity Income Retail Forecast, Technical & Fundamental Analysis

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), NVIDIA Corp (NASDAQ:NVDA), Apple (NASDAQ:AAPL), JPMorgan Chase & Co (NYSE:JPM), Tesla (NASDAQ:TSLA), Exxon Mobil Corp (NYSE:XOM), Costco Wholesale Corp (NASDAQ:COST), Goldman Sachs Group (NYSE:GS), Deere & Company (NYSE:DE), 3M Company (NYSE:MMM).

The investment seeks income and long-term capital appreciation. The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in large capitalization income producing equity securities. It invests primarily in the stocks of large capitalization companies. The adviser defines large capitalization companies as companies whose market capitalizations, at the time of purchase, are within the range of market capitalization of companies constituting the S&P 500® Index.

The average market capitalization across the Hodges Blue Chip Equity Income Retail MF is 1.09T. The market cap for tickers in the group ranges from 58.7B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is MMM at 58.7B.

The average weekly volume growth across all stocks in the Hodges Blue Chip Equity Income Retail MF was 92%. For the same stocks of the MF, the average monthly volume growth was 82% and the average quarterly volume growth was -7%