Ad is loading...
MENU

HSSAX Emerald Finance & Bking Innovt Fd A Forecast, Technical & Fundamental Analysis

Category Financial
A.I.Advisor
published Highlights

Industry description

The investment seeks long-term growth through capital appreciation; income is a secondary objective. The fund has adopted an investment policy that it will, under normal conditions, invest at least 80% of the value of its assets (net assets plus the amount of any borrowings for investment purposes) in stocks (both common and preferred) of companies principally engaged in banking or financial services, and collective investment vehicles such as mutual funds and exchange-traded funds that invest in companies that are principally engaged in banking and financial services.

Market Cap

The average market capitalization across the Emerald Finance & Bking Innovt Fd A MF is 5.51B. The market cap for tickers in the group ranges from 128.83M to 23.62B. FCNCA holds the highest valuation in this group at 23.62B. The lowest valued company is FINW at 128.83M.

Volume

The average weekly volume growth across all stocks in the Emerald Finance & Bking Innovt Fd A MF was -19%. For the same stocks of the MF, the average monthly volume growth was -14% and the average quarterly volume growth was 38%

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: 32
Price Growth Rating: 40
SMR Rating: 25
Profit Risk Rating: 44
Seasonality Score: 18 (-100 ... +100)
View a ticker or compare two or three
Ad is loading...
A.I. Advisor
published General Information

General Information

Category Financial

Profile
Fundamentals
Details
Category
Financial
Address
Financial Investors Trust (Emerald)1290 Broadway, Suite 1100Denver
Phone
(303) 623-2577
Web
www.emeraldmutualfunds.com
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
FVDFX38.22-0.04
-0.10%
Fidelity Value Discovery
MSSGX14.20-0.06
-0.42%
Morgan Stanley Inst Inception I
CAAPX43.16-0.45
-1.03%
Ariel Appreciation Investor
SUFCX13.89-0.16
-1.14%
NAA Mid Growth C
MFEIX221.66-4.93
-2.18%
MFS Growth I

HSSAX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, HSSAX has been closely correlated with PRISX. These tickers have moved in lockstep 86% of the time. This A.I.-generated data suggests there is a high statistical probability that if HSSAX jumps, then PRISX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To HSSAX
1D Price
Change %
HSSAX100%
-0.67%
PRISX - HSSAX
86%
Closely correlated
+0.47%
TFIFX - HSSAX
86%
Closely correlated
+0.45%
VFAIX - HSSAX
83%
Closely correlated
+0.51%
RPFGX - HSSAX
81%
Closely correlated
+0.59%
FIDAX - HSSAX
78%
Closely correlated
+0.34%
More