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HDPMX Hodges Retail Forecast, Technical & Fundamental Analysis

Category MidCapBlend
A.I.Advisor
published Highlights

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 31.47B. 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 -20%. For the same stocks of the MF, the average monthly volume growth was 69% and the average quarterly volume growth was 56%

Fundamental Analysis Ratings

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

Valuation Rating: 81
P/E Growth Rating: 40
Price Growth Rating: 51
SMR Rating: 52
Profit Risk Rating: 54
Seasonality Score: 47 (-100 ... +100)
View a ticker or compare two or three
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A.I. Advisor
published General Information

General Information

Category MidCapBlend

Profile
Fundamentals
Details
Category
Mid-Cap Blend
Address
C/O U.S. Bancorp Fund ServicesP.O. Box 701Milwaukee
Phone
N/A
Web
www.hodgesfund.com
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
TG7.080.16
+2.31%
Tredegar Corp
GB5.550.11
+2.02%
Global Blue Group Holding AG
GPI414.813.85
+0.94%
Group 1 Automotive
SONM3.240.01
+0.34%
Sonim Technologies Inc.
RJF160.680.53
+0.33%
Raymond James Financial

HDPMX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, HDPMX has been closely correlated with FSMDX. These tickers have moved in lockstep 94% of the time. This A.I.-generated data suggests there is a high statistical probability that if HDPMX jumps, then FSMDX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To HDPMX
1D Price
Change %
HDPMX100%
-1.64%
FSMDX - HDPMX
94%
Closely correlated
-0.67%
VSEMX - HDPMX
90%
Closely correlated
-1.29%
FSMAX - HDPMX
90%
Closely correlated
-1.29%
VEMPX - HDPMX
87%
Closely correlated
-1.29%
VEXAX - HDPMX
87%
Closely correlated
-1.29%
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