MENU

HOVLX Homestead Value Forecast, Technical & Fundamental Analysis

Category LargeValue
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Alphabet (NASDAQ:GOOG), Meta Platforms (NASDAQ:META), JPMorgan Chase & Co (NYSE:JPM), ABBVIE (NYSE:ABBV), Abbott Laboratories (NYSE:ABT), ConocoPhillips (NYSE:COP), Goldman Sachs Group (NYSE:GS), Honeywell International (NASDAQ:HON).

Industry description

The investment seeks long-term growth of capital and income for the long-term investor; current income is a secondary objective. The fund generally invests in stocks of companies selling below what homestead advisers believes to be their fundamental value. To determine whether a stock is undervalued, homestead advisers considers, among other factors, potential earning power, financial ratios and any competitive advantages a company may have.

Market Cap

The average market capitalization across the Homestead Value MF is 790.98B. The market cap for tickers in the group ranges from 71.37B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is PH at 71.37B.

Volume

The average weekly volume growth across all stocks in the Homestead Value MF was 157%. For the same stocks of the MF, the average monthly volume growth was 183% and the average quarterly volume growth was 143%

Fundamental Analysis Ratings

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

Valuation Rating: 67
P/E Growth Rating: 53
Price Growth Rating: 37
SMR Rating: 28
Profit Risk Rating: 17
Seasonality Score: -35 (-100 ... +100)
View a ticker or compare two or three
Ad is loading...
A.I. Advisor
published General Information

General Information

Category LargeValue

Profile
Fundamentals
Details
Category
Large Value
Address
Homestead Funds Inc4301 Wilson Blvd, c/o National Rural Elec Cooperative AssoArlington
Phone
N/A
Web
www.homesteadfunds.com
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
PIN30.630.20
+0.66%
Invesco India ETF
PJAN41.200.02
+0.05%
Innovator US Equity Power Buff ETF™ Jan
AAA25.06N/A
+0.01%
Alternative AccessFirstPriorityCLO BdETF
AVSE53.00-0.18
-0.34%
Avantis Responsible Emerging Mkts Eq ETF
VOE166.26-0.76
-0.46%
Vanguard Mid-Cap Value ETF

HOVLX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, HOVLX has been closely correlated with VIVAX. These tickers have moved in lockstep 85% of the time. This A.I.-generated data suggests there is a high statistical probability that if HOVLX jumps, then VIVAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To HOVLX
1D Price
Change %
HOVLX100%
-0.42%
VIVAX - HOVLX
85%
Closely correlated
-0.09%
VIVIX - HOVLX
85%
Closely correlated
-0.09%
VVIAX - HOVLX
85%
Closely correlated
-0.07%
FFMMX - HOVLX
84%
Closely correlated
-0.03%
FFFMX - HOVLX
83%
Closely correlated
-0.05%
More