HSSAX Emerald Bkg & Finac Evolution - A Forecast, Technical & Fundamental Analysis

The investment seeks long-term growth through capital appreciation; income is a secondary objective... Show more

Category: #Financial

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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 Bkg & Finac Evolution - A MF is 5.7B. The market cap for tickers in the group ranges from 102.64M to 24.21B. FCNCA holds the highest valuation in this group at 24.21B. The lowest valued company is CMHF at 102.64M.

Volume

The average weekly volume growth across all stocks in the Emerald Bkg & Finac Evolution - A MF was -6%. For the same stocks of the MF, the average monthly volume growth was 51% and the average quarterly volume growth was 202%

Fundamental Analysis Ratings

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

Valuation Rating: 73

P/E Growth Rating: 60

Price Growth Rating: 52

SMR Rating: 34

Profit Risk Rating: 62

Seasonality Score: 58 (-100 ... +100)

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A.I. Advisor

published General Information

General Information

Category Financial

Profile

Details

	1 Day
JATIX	95.23	0.50	+0.53%
Janus Henderson Glb Tech and Innovt I
GWSVX	17.60	N/A	N/A
Gabelli Focused Gr and Inc AAA
SBFIX	23.79	N/A	N/A
Federated Hermes Global Allocation IS
SDYAX	17.77	N/A	N/A
SEI Dynamic Asset Allocation F (SIMT)
TQCIX	21.59	N/A	N/A
Touchstone Dividend Equity Institutional

HSSAX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, HSSAX has been closely correlated with FIDSX. These tickers have moved in lockstep 89% of the time. This A.I.-generated data suggests there is a high statistical probability that if HSSAX jumps, then FIDSX could also see price increases.

Ticker / NAME	Correlation To HSSAX	1D Price Change %
HSSAX	100%	N/A
FIDSX - HSSAX	89% Closely correlated	N/A
DFFCX - HSSAX	80% Closely correlated	+0.33%
FSLBX - HSSAX	80% Closely correlated	N/A
FIDAX - HSSAX	78% Closely correlated	N/A
FIDCX - HSSAX	78% Closely correlated	N/A
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