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

Category SmallValue
A.I.Advisor
published Highlights

Notable companies

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

Industry description

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.

Market Cap

The average market capitalization across the Hodges Small Intrinsic Value Retail MF is 4.07B. The market cap for tickers in the group ranges from 789.19M to 9.3B. EXP holds the highest valuation in this group at 9.3B. The lowest valued company is STKL at 789.19M.

Volume

The average weekly volume growth across all stocks in the Hodges Small Intrinsic Value Retail MF was 303%. For the same stocks of the MF, the average monthly volume growth was 468% and the average quarterly volume growth was 364%

Fundamental Analysis Ratings

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

Valuation Rating: 62
P/E Growth Rating: 20
Price Growth Rating: 44
SMR Rating: 39
Profit Risk Rating: 31
Seasonality Score: 8 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallValue

Profile
Fundamentals
Details
Category
Small Value
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
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1 Day
MFs / NAMEPrice $Chg $Chg %
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+0.32%
Westwood Salient MLP & Engy Infras Ultr
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Harbor Mid Cap Value Admin
PXDIX10.10-0.02
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Impax Global Sustainable Infras Instl
CLXRX62.99-0.13
-0.21%
Columbia Large Cap Index Inst2
CWGCX67.06-0.16
-0.24%
American Funds Capital World Gr&Inc C

HDSVX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, HDSVX has been closely correlated with DFFVX. These tickers have moved in lockstep 96% of the time. This A.I.-generated data suggests there is a high statistical probability that if HDSVX jumps, then DFFVX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To HDSVX
1D Price
Change %
HDSVX100%
-1.43%
DFFVX - HDSVX
96%
Closely correlated
-1.31%
DFSVX - HDSVX
95%
Closely correlated
-1.36%
VSIIX - HDSVX
93%
Closely correlated
-0.87%
VISVX - HDSVX
93%
Closely correlated
-0.85%
VSIAX - HDSVX
93%
Closely correlated
-0.85%
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