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HCMPX
Mutual Fund ticker: NASDAQ
AS OF
Sep 26 closing price
Price
$19.97
Change
+$0.19 (+0.96%)
Net Assets
1.87B

HCMPX HCM Sector Plus Investor Forecast, Technical & Fundamental Analysis

The investment seeks long-term capital appreciation... Show more

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

Notable companies

The most notable companies in this group are Lennar Corp (NYSE:LEN), Pultegroup (NYSE:PHM).

Industry description

The investment seeks long-term capital appreciation. The fund seeks to achieve its investment objective through investments in (i) dividend paying equity securities of companies included in the S&P 500; (ii) "plus" other investment companies (mutual funds, closed-end funds and ETFs), including investment companies that use leverage; and (iii) cash and cash equivalents and put and call options. The fund is designed to maximize returns through investing in any combination of sectors, asset classes, and sub-sectors as determined by the HCM-BuyLine®.

Market Cap

The average market capitalization across the HCM Sector Plus Investor MF is 25.74B. The market cap for tickers in the group ranges from 18.9B to 32.45B. LEN holds the highest valuation in this group at 32.45B. The lowest valued company is RL at 18.9B.

Volume

The average weekly volume growth across all stocks in the HCM Sector Plus Investor MF was -83%. For the same stocks of the MF, the average monthly volume growth was -13% and the average quarterly volume growth was -34%

Fundamental Analysis Ratings

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

Valuation Rating: 46
P/E Growth Rating: 39
Price Growth Rating: 39
SMR Rating: 43
Profit Risk Rating: 32
Seasonality Score: -28 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeValue

Profile
Fundamentals
Details
Category
Large Value
Address
Northern Lights Fund Trust III17605 WRIGHT STREETOmaha
Phone
631-470-2621
Web
www.boydwatterson.com
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HCMPX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, HCMPX has been loosely correlated with FFMMX. These tickers have moved in lockstep 62% of the time. This A.I.-generated data suggests there is some statistical probability that if HCMPX jumps, then FFMMX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To HCMPX
1D Price
Change %
HCMPX100%
+0.96%
FFMMX - HCMPX
62%
Loosely correlated
N/A
RMEBX - HCMPX
41%
Loosely correlated
N/A
RMFCX - HCMPX
41%
Loosely correlated
N/A
RMFEX - HCMPX
41%
Loosely correlated
N/A
DOXGX - HCMPX
-6%
Poorly correlated
N/A
More