Hodges Small Cap Fund Analysis

Hodges Mutual Fund Analysis Notes

The fund generated five year return of 18.0%. Hodges Small Cap retains all of assets under management (AUM) in equities. Large To learn more about Hodges Small Cap call the company at 866-811-0224.

Hodges Small Cap Investment Alerts

Hodges Market Capitalization

The company currently falls under '' category with a current market capitalization of 0. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Hodges Small's market, we take the total number of its shares issued and multiply it by Hodges Small's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and those looking for more risk prefer small-cap and mid-cap equities.

Top Hodges Small Cap Mutual Fund Constituents

Institutional Mutual Fund Holders for Hodges Small

Note, although Hodges Small's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Technical Drivers

As of the 20th of July, Hodges Small retains the Market Risk Adjusted Performance of 0.2557, downside deviation of 1.21, and Risk Adjusted Performance of 0.2055. Hodges Small technical analysis makes it possible for you to employ historical prices and volume momentum with the intention to determine a pattern that calculates the direction of the entity's future prices.

Hodges Small Cap Price Movement Analysis

Hodges Small Outstanding Bonds

Hodges Small Predictive Daily Indicators

Hodges Small Forecast Models

Hodges Small's time-series forecasting models are one of many Hodges Small's mutual fund analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Hodges Small's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.

Mutual Fund analysis is the technique used by a trader or investor to examine and evaluate how Hodges Small prices is reacting to, or reflecting on a current market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling Hodges shares will generate the highest return on investment. We also built our fund analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas. a specific sector, or an individual Fund such as Hodges Small. By using and applying Hodges Mutual Fund analysis, traders can create a robust methodology for identifying Hodges entry and exit points for their positions.

Hodges Small financial ratios help investors to determine whether Hodges Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Hodges with respect to the benefits of owning Hodges Small security.