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HRNRX Hood River New Opportunities Retirement Forecast, Technical & Fundamental Analysis

The investment seeks long-term capital appreciation... Show more

Category: #Small Growth
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Bloom Energy Corp (NYSE:BE), MasTec (NYSE:MTZ).

Industry description

The investment seeks long-term capital appreciation. The fund, under normal market conditions, invests primarily in a diversified portfolio of equity securities of small and medium capitalization companies. The manager maintains a portfolio of approximately 80-120 stocks, which is constructed with the overall goal of mitigating risk. It may purchase securities of companies engaged in initial public offerings (“IPOs”).

Market Cap

The average market capitalization across the Hood River New Opportunities Retirement MF is 25.23B. The market cap for tickers in the group ranges from 2.64B to 81.45B. BE holds the highest valuation in this group at 81.45B. The lowest valued company is BFLY at 2.64B.

Volume

The average weekly volume growth across all stocks in the Hood River New Opportunities Retirement MF was 46%. For the same stocks of the MF, the average monthly volume growth was 46% and the average quarterly volume growth was -6%

Fundamental Analysis Ratings

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

Valuation Rating: 76
P/E Growth Rating: 60
Price Growth Rating: 46
SMR Rating: 56
Profit Risk Rating: 43
Seasonality Score: -12 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallGrowth

Category
Small Growth
Address
Manager Directed Portfolios6001 Shady Oak Road, Suite 200Minnetonka
Phone
800-497-2960
Web
N/A
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HRNRX and MutualFunds

Correlation & Price change

A.I.dvisor tells us that HRNRX and VSGAX have been poorly correlated (+17% of the time) for the last year. This A.I.-generated data suggests there is low statistical probability that HRNRX and VSGAX's prices will move in lockstep.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To HRNRX
1D Price
Change %
HRNRX100%
+1.33%
VSGAX - HRNRX
17%
Poorly correlated
+0.67%
VSGIX - HRNRX
17%
Poorly correlated
+0.66%
VISGX - HRNRX
17%
Poorly correlated
+0.66%
VEXPX - HRNRX
13%
Poorly correlated
+0.36%
VEXRX - HRNRX
13%
Poorly correlated
+0.36%
Hood River New Opportunities Retirement (HRNRX) mutual fund Forecast, Price Targets and Analysts Predictions - Tickeron.com