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HTMIX
Mutual Fund ticker: NASDAQ
AS OF
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Price
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Net Assets
33.64M

HTMIX Heitman US Real Estate Secs Instl Forecast, Technical & Fundamental Analysis

Category RealEstate
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are PROLOGIS (NYSE:PLD).

Industry description

The investment seeks to achieve long-term total return. The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities issued by real estate companies operating in the United States, including real estate investment trusts ("REITs"). Its investments in equity securities may include common stocks, preferred stocks and securities offered in initial public offerings ("IPOs"). The fund may invest in these equity securities directly or indirectly through investments in other investment companies, including exchange-traded funds ("ETFs"). It is non-diversified.

Market Cap

The average market capitalization across the Heitman US Real Estate Secs Instl MF is 30.2B. The market cap for tickers in the group ranges from 11.71B to 103.36B. PLD holds the highest valuation in this group at 103.36B. The lowest valued company is KIM at 11.71B.

Volume

The average weekly volume growth across all stocks in the Heitman US Real Estate Secs Instl MF was 249%. For the same stocks of the MF, the average monthly volume growth was 0% and the average quarterly volume growth was 30%

Fundamental Analysis Ratings

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

Valuation Rating: 82
P/E Growth Rating: 45
Price Growth Rating: 42
SMR Rating: 75
Profit Risk Rating: 55
Seasonality Score: 12 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category RealEstate

Profile
Fundamentals
Details
Category
Real Estate
Address
Series Portfolios Trust615 East Michigan StreetMilwaukee
Phone
(414) 765-6620
Web
N/A
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HTMIX and

Correlation & Price change

A.I.dvisor indicates that over the last year, HTMIX has been closely correlated with DFREX. These tickers have moved in lockstep 97% of the time. This A.I.-generated data suggests there is a high statistical probability that if HTMIX jumps, then DFREX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To HTMIX
1D Price
Change %
HTMIX100%
+2.52%
DFREX - HTMIX
97%
Closely correlated
+2.35%
VRTPX - HTMIX
94%
Closely correlated
+2.45%
VGSNX - HTMIX
94%
Closely correlated
+2.40%
VGSIX - HTMIX
93%
Closely correlated
+2.43%
VGSLX - HTMIX
93%
Closely correlated
+2.43%
More