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HDSIX
Mutual Fund ticker: NASDAQ
AS OF
Feb 3 closing price
Price
$24.12
Change
+$0.21 (+0.88%)
Net Assets
168.02M

HDSIX Hodges Small Cap Growth Institutional Forecast, Technical & Fundamental Analysis

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

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

Notable companies

The most notable companies in this group are Cleveland-Cliffs (NYSE:CLF).

Industry description

The investment seeks long-term capital appreciation. Under normal market conditions, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in the stocks of small capitalization ("small cap") companies. The adviser defines small cap companies as those whose market capitalization, at the time of purchase, are consistent with the market capitalizations of companies in the Russell 2000® Index.

Market Cap

The average market capitalization across the Hodges Small Cap Growth Institutional MF is 7.54B. The market cap for tickers in the group ranges from 754.61M to 23.17B. TPL holds the highest valuation in this group at 23.17B. The lowest valued company is KE at 754.61M.

Volume

The average weekly volume growth across all stocks in the Hodges Small Cap Growth Institutional MF was 77%. For the same stocks of the MF, the average monthly volume growth was 122% and the average quarterly volume growth was 27%

Fundamental Analysis Ratings

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

Valuation Rating: 72
P/E Growth Rating: 55
Price Growth Rating: 54
SMR Rating: 58
Profit Risk Rating: 61
Seasonality Score: 3 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallBlend

Profile
Fundamentals
Details
Category
Small Blend
Address
C/O U.S. Bancorp Fund ServicesP.O. Box 701Milwaukee
Phone
N/A
Web
www.hodgesfund.com
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Manor

HDSIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, HDSIX has been closely correlated with NAESX. These tickers have moved in lockstep 92% of the time. This A.I.-generated data suggests there is a high statistical probability that if HDSIX jumps, then NAESX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To HDSIX
1D Price
Change %
HDSIX100%
+1.47%
NAESX - HDSIX
92%
Closely correlated
+0.76%
VSMAX - HDSIX
92%
Closely correlated
+0.76%
FSSNX - HDSIX
91%
Closely correlated
N/A
FTHFX - HDSIX
91%
Closely correlated
N/A
DFSTX - HDSIX
86%
Closely correlated
+1.14%
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