Ad is loading...
MENU
HVEIX
Mutual Fund ticker: NASDAQ
PRICE
CHANGE
NET ASSETS

HVEIX price forecast, quote, news & analysis

Category: @Large Blend
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), Amazon.com (NASDAQ:AMZN), Eli Lilly & Co (NYSE:LLY), Advanced Micro Devices (NASDAQ:AMD), American Express Company (NYSE:AXP), KLA Corp (NASDAQ:KLAC), Chipotle Mexican Grill (NYSE:CMG).

Industry description

The investment seeks growth at a reasonable price. The fund seeks to achieve its investment objective by investing principally in a diversified portfolio of common stock of large-capitalization growth companies that the Adviser believes offer (1) reasonable valuation when compared to their industry peers and (2) the potential of earnings growth. Under normal circumstances, it will invest at least 80% of its net assets (including the amount of any borrowings for investment purposes) in U.S. equity securities listed on a U.S. securities exchange.

Market Cap

The average market capitalization across the HVIA Equity Institutional MF is 1.13T. The market cap for tickers in the group ranges from 83.83B to 3.39T. NVDA holds the highest valuation in this group at 3.39T. The lowest valued company is CMG at 83.83B.

Volume

The average weekly volume growth across all stocks in the HVIA Equity Institutional MF was -38%. For the same stocks of the MF, the average monthly volume growth was -46% and the average quarterly volume growth was -71%

Fundamental Analysis Ratings

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

Valuation Rating: 86
P/E Growth Rating: 71
Price Growth Rating: 41
SMR Rating: 27
Profit Risk Rating: 14
Seasonality Score: 0 (-100 ... +100)
View a ticker or compare two or three
Ad is loading...
A.I.Advisor
published price charts
A.I. Advisor
published General Information

General Information

Category LargeBlend

Profile
Fundamentals
Details
Category
Large Blend
Address
Ultimus Managers Trust225 Pictoria Drive, Suite 450Cincinnati
Phone
N/A
Web
N/A