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HVEIX
Mutual Fund ticker: NASDAQ
AS OF
Apr 24 closing price
Price
$23.04
Change
+$0.58 (+2.58%)
Net Assets
58.81M

HVEIX HVIA Equity Institutional Forecast, Technical & Fundamental Analysis

The investment seeks growth at a reasonable price... Show more

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

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), NVIDIA Corp (NASDAQ:NVDA), Amazon.com (NASDAQ:AMZN), Eli Lilly & Co (NYSE:LLY), American Express Company (NYSE:AXP), Advanced Micro Devices (NASDAQ:AMD), 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 1.01T. The market cap for tickers in the group ranges from 66.75B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is CMG at 66.75B.

Volume

The average weekly volume growth across all stocks in the HVIA Equity Institutional MF was -15%. For the same stocks of the MF, the average monthly volume growth was 37% and the average quarterly volume growth was 23%

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: 75
Price Growth Rating: 59
SMR Rating: 27
Profit Risk Rating: 23
Seasonality Score: -5 (-100 ... +100)
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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
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HVEIX and MutualFunds

Correlation & Price change

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To HVEIX
1D Price
Change %
HVEIX100%
N/A
VTSMX - HVEIX
97%
Closely correlated
N/A
VITSX - HVEIX
97%
Closely correlated
N/A
VTSAX - HVEIX
97%
Closely correlated
N/A
VSMPX - HVEIX
97%
Closely correlated
N/A
VSTSX - HVEIX
97%
Closely correlated
N/A
More