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HEQFX Monteagle Opportunity Equity Inv Forecast, Technical & Fundamental Analysis

The investment seeks growth of capital... Show more

Category: #Mid-Cap Blend
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are C.H. Robinson Worldwide (NASDAQ:CHRW), YETI Holdings (NYSE:YETI), Signet Jewelers Limited (NYSE:SIG).

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 18.12B. The market cap for tickers in the group ranges from 1.78B to 16.55B. CHRW holds the highest valuation in this group at 16.55B. The lowest valued company is WS at 1.78B.

Volume

The average weekly volume growth across all stocks in the Monteagle Opportunity Equity Inv MF was -2%. For the same stocks of the MF, the average monthly volume growth was 8% and the average quarterly volume growth was -44%

Fundamental Analysis Ratings

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

Valuation Rating: 39
P/E Growth Rating: 47
Price Growth Rating: 53
SMR Rating: 52
Profit Risk Rating: 66
Seasonality Score: -40 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category MidCapBlend

Profile
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%
+0.76%
FSMDX - HEQFX
92%
Closely correlated
N/A
VIMSX - HEQFX
72%
Closely correlated
+0.58%
VMCIX - HEQFX
72%
Closely correlated
+0.58%
VIMAX - HEQFX
72%
Closely correlated
+0.58%
VMCPX - HEQFX
72%
Closely correlated
+0.57%
More
Monteagle Opportunity Equity I (HEQFX) mutual fund Forecast, Price Targets and Analysts Predictions - Tickeron.com