Notable companies
The most notable companies in this group are Uber Technologies (NYSE:UBER), ON Semiconductor Corp (NASDAQ:ON), Cleveland-Cliffs (NYSE:CLF).
Industry description
The investment seeks long-term capital appreciation.
The fund invests in common stocks of companies of any size market capitalization- small, medium or large. The fund may engage in short-sale transactions with respect to 10% of its net assets. It may also invest in money market instruments and may, from time to time, purchase put and call options on U.S. traded stocks or security indices. The fund may also sell options and write "covered" put and call options.
Market Cap
The average market capitalization across the Hodges Retail MF is 31.8B. The market cap for tickers in the group ranges from 4.12B to 160.26B. UBER holds the highest valuation in this group at 160.26B. The lowest valued company is FOUR at 4.12B.
Volume
The average weekly volume growth across all stocks in the Hodges Retail MF was -31%. For the same stocks of the MF, the average monthly volume growth was 7% and the average quarterly volume growth was 35%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 78
P/E Growth Rating: 51
Price Growth Rating: 55
SMR Rating: 55
Profit Risk Rating: 55
Seasonality Score: 0 (-100 ... +100)