HDSVX Hodges Small Intrinsic Value Retail Forecast, Technical & Fundamental Analysis

The most notable companies in this group are Chord Energy Corp (NASDAQ:CHRD).

The investment seeks long-term capital appreciation. The fund manager employs a value strategy and invests, under normal market conditions, at least 80% of its net assets (plus any borrowings for investment purposes) in common and preferred stocks of small capitalization ("small cap") companies. The adviser defines small cap companies as those whose market capitalization, at the time of purchase, are consistent with the market capitalizations of companies in the Russell 2000® Value Index.

The average market capitalization across the Hodges Small Intrinsic Value Retail MF is 3.77B. The market cap for tickers in the group ranges from 635.6M to 7.7B. EXP holds the highest valuation in this group at 7.7B. The lowest valued company is SCVL at 635.6M.

The average weekly volume growth across all stocks in the Hodges Small Intrinsic Value Retail MF was -19%. For the same stocks of the MF, the average monthly volume growth was -5% and the average quarterly volume growth was 6%