MENU
+Compare
HHDVX
Mutual Fund ticker: NASDAQ
AS OF
May 30 closing price
Price
$35.43
Change
+$0.06 (+0.17%)
Net Assets
1.51B

HHDVX Hamlin High Dividend Equity Inv Forecast, Technical & Fundamental Analysis

The investment seeks high current income and long-term capital appreciation... Show more

Category: #Large Value
Interact to see
Advertisement
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Broadcom Inc. (NASDAQ:AVGO), Procter & Gamble Company (NYSE:PG), ABBVIE (NYSE:ABBV), Morgan Stanley (NYSE:MS), ConocoPhillips (NYSE:COP), CME Group (NASDAQ:CME), Enterprise Products Partners LP (NYSE:EPD).

Industry description

The investment seeks high current income and long-term capital appreciation. Under normal circumstances, the fund will invest at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities. The equity securities in which the fund invests are primarily common stocks, but may also include shares of real estate investment trusts ("REITS") and interests in master limited partnerships ("MLPs"). The fund may invest in companies of any market capitalization range, although the Adviser expects to invest fund assets mostly in mid- and large-capitalization companies.

Market Cap

The average market capitalization across the Hamlin High Dividend Equity Inv MF is 233.51B. The market cap for tickers in the group ranges from 8.55B to 1.14T. AVGO holds the highest valuation in this group at 1.14T. The lowest valued company is ORI at 8.55B.

Volume

The average weekly volume growth across all stocks in the Hamlin High Dividend Equity Inv MF was 120%. For the same stocks of the MF, the average monthly volume growth was 31% and the average quarterly volume growth was 185%

Fundamental Analysis Ratings

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

Valuation Rating: 68
P/E Growth Rating: 38
Price Growth Rating: 44
SMR Rating: 47
Profit Risk Rating: 15
Seasonality Score: 7 (-100 ... +100)
View a ticker or compare two or three
Interact to see
Advertisement
A.I. Advisor
published General Information

General Information

Category LargeValue

Profile
Fundamentals
Details
Category
Large Value
Address
Advisors Inner Circle FundOne Freedom Valley DriveOaks
Phone
855-842-3863
Web
www.hamlinfunds.com
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
LPTX0.38N/A
+0.85%
Leap Therapeutics
IRT18.590.15
+0.81%
Independence Realty Trust
MKC72.730.18
+0.25%
McCormick & Company
DRCT0.52-0.02
-2.86%
Direct Digital Holdings
HPP1.86-0.12
-6.06%
Hudson Pacific Properties

HHDVX and MutualFunds

Correlation & Price change

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To HHDVX
1D Price
Change %
HHDVX100%
+0.17%
DOXGX - HHDVX
92%
Closely correlated
-0.12%
RMFEX - HHDVX
90%
Closely correlated
+0.30%
RMFCX - HHDVX
90%
Closely correlated
+0.30%
RMEBX - HHDVX
90%
Closely correlated
+0.32%
FFFMX - HHDVX
82%
Closely correlated
+0.31%
More