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HEQFX Monteagle Opportunity Equity Inv Forecast, Technical & Fundamental Analysis

Category MidCapBlend
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Darden Restaurants (NYSE:DRI), Best Buy Company (NYSE:BBY).

Industry description

The investment seeks growth of capital. The fund seeks to achieve its objective by investing substantially all its assets in securities listed on a national securities exchange. To meet the fund's investment objective, the sub-adviser will employ an investment strategy that emphasizes long-term capital appreciation and safety of principal. Under normal circumstances, the fund invests more than 90% of its total assets in common stocks of companies identified by the fund’s investment sub-adviser, G.W. Henssler & Associates, LTD (the “Sub-adviser”).

Market Cap

The average market capitalization across the Monteagle Opportunity Equity Inv MF is 25.69B. The market cap for tickers in the group ranges from 10.51B to 40.16B. CMI holds the highest valuation in this group at 40.16B. The lowest valued company is CPT at 10.51B.

Volume

The average weekly volume growth across all stocks in the Monteagle Opportunity Equity Inv MF was 12%. For the same stocks of the MF, the average monthly volume growth was 39% and the average quarterly volume growth was 9%

Fundamental Analysis Ratings

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

Valuation Rating: 55
P/E Growth Rating: 45
Price Growth Rating: 41
SMR Rating: 54
Profit Risk Rating: 37
Seasonality Score: 22 (-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
Monteagle Funds8000 Town Centre Drive, Suite 400
Phone
N/A
Web
www.monteaglefunds.com
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HEQFX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, HEQFX has been closely correlated with FSMDX. These tickers have moved in lockstep 92% of the time. This A.I.-generated data suggests there is a high statistical probability that if HEQFX jumps, then FSMDX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To HEQFX
1D Price
Change %
HEQFX100%
-0.97%
FSMDX - HEQFX
92%
Closely correlated
-0.67%
VSEMX - HEQFX
50%
Loosely correlated
-1.29%
VEXMX - HEQFX
50%
Loosely correlated
-1.29%
VIEIX - HEQFX
50%
Loosely correlated
-1.29%
FSMAX - HEQFX
48%
Loosely correlated
-1.29%
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