HEIIX Hennessy Equity and Income Institutional Forecast, Technical & Fundamental Analysis

A.I.Advisor

published Highlights

Notable companies

The most notable companies in this group are Apple (NASDAQ:AAPL), Alphabet (NASDAQ:GOOG), VISA (NYSE:V), Home Depot (NYSE:HD).

Industry description

The investment seeks long-term capital growth and current income. The fund seeks income and long-term capital appreciation with reduced volatility of returns. It will invest up to 70% of its assets in equity securities and its remaining assets in fixed income securities. The fund invests primarily in domestic companies whose securities are listed on U.S. national securities exchanges.

Market Cap

The average market capitalization across the Hennessy Equity and Income Institutional MF is 658.6B. The market cap for tickers in the group ranges from 6.09B to 2.62T. AAPL holds the highest valuation in this group at 2.62T. The lowest valued company is NEU at 6.09B.

Volume

The average weekly volume growth across all stocks in the Hennessy Equity and Income Institutional MF was 30%. For the same stocks of the MF, the average monthly volume growth was 26% and the average quarterly volume growth was -25%

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: 62

Price Growth Rating: 28

SMR Rating: 39

Profit Risk Rating: 16

Seasonality Score: 25 (-100 ... +100)

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A.I. Advisor

published General Information

General Information

Category ModerateAllocation

Profile

Fundamentals

Details

	1 Day
NIQVX	13.72	N/A	N/A
Neuberger Berman International Eq Inv
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HEIIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, HEIIX has been closely correlated with RLBEX. These tickers have moved in lockstep 95% of the time. This A.I.-generated data suggests there is a high statistical probability that if HEIIX jumps, then RLBEX could also see price increases.

Ticker / NAME	Correlation To HEIIX	1D Price Change %
HEIIX	100%	-0.47%
RLBEX - HEIIX	95% Closely correlated	-0.60%
RLBBX - HEIIX	94% Closely correlated	-0.60%
RLBCX - HEIIX	59% Loosely correlated	-0.60%
CLBAX - HEIIX	59% Loosely correlated	-0.60%
BALCX - HEIIX	59% Loosely correlated	-0.60%
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