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HRSIX Hood River Small-Cap Growth Retirement Forecast, Technical & Fundamental Analysis

Category SmallGrowth
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are MasTec (NYSE:MTZ).

Industry description

The investment seeks long-term growth of capital. The fund, under normal market conditions, invests at least 80% of its net assets plus any borrowings for investment purposes in common stocks of U.S. corporations that are judged by Hood River to have strong growth characteristics or to be undervalued in the marketplace relative to underlying profitability and have a market capitalization which, at the time of purchase, is consistent with the capitalization ranges of the S&P SmallCap 600® Index and the Russell 2000® Growth Index ("small-cap companies").

Market Cap

The average market capitalization across the Hood River Small-Cap Growth Retirement MF is 9.77B. The market cap for tickers in the group ranges from 2.93B to 30.71B. VRT holds the highest valuation in this group at 30.71B. The lowest valued company is FORM at 2.93B.

Volume

The average weekly volume growth across all stocks in the Hood River Small-Cap Growth Retirement MF was 39%. For the same stocks of the MF, the average monthly volume growth was 26% and the average quarterly volume growth was 19%

Fundamental Analysis Ratings

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

Valuation Rating: 79
P/E Growth Rating: 60
Price Growth Rating: 50
SMR Rating: 56
Profit Risk Rating: 27
Seasonality Score: 15 (-100 ... +100)
View a ticker or compare two or three
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A.I. Advisor
published General Information

General Information

Category SmallGrowth

Profile
Fundamentals
Details
Category
Small Growth
Address
Manager Directed Portfolios6001 Shady Oak Road, Suite 200Minnetonka
Phone
800-497-2960
Web
N/A
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
NGJAX18.970.02
+0.11%
Nuveen Global Real Estate Securities A
PAIGX17.66-0.02
-0.11%
T. Rowe Price International Value Eq Adv
BLADX9.42-0.03
-0.32%
BlackRock Managed Income Investor A
PAARX17.22-0.16
-0.92%
Putnam Dynamic Asset Allocation Bal R
RYSYX75.26-1.01
-1.32%
Rydex S&P 500 C

HRSIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, HRSIX has been closely correlated with WCMLX. These tickers have moved in lockstep 96% of the time. This A.I.-generated data suggests there is a high statistical probability that if HRSIX jumps, then WCMLX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To HRSIX
1D Price
Change %
HRSIX100%
-1.97%
WCMLX - HRSIX
96%
Closely correlated
-2.56%
WCMNX - HRSIX
96%
Closely correlated
-2.59%
VEXPX - HRSIX
90%
Closely correlated
-1.74%
VEXRX - HRSIX
90%
Closely correlated
-1.74%
VISGX - HRSIX
90%
Closely correlated
-1.56%
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