Hamlin High Dividend Fund Quote

HHDFX Fund  USD 33.31  0.11  0.33%   

Performance

17 of 100

 
Low
 
High
Solid

Odds Of Distress

Less than 32

 
100  
 
Zero
Below Average
Hamlin High is trading at 33.31 as of the 29th of March 2024; that is 0.33 percent up since the beginning of the trading day. The fund's open price was 33.2. Hamlin High has about a 32 percent probability of financial distress in the next few years of operation but had a somewhat solid performance during the last 90 days. Equity ratings for Hamlin High Dividend are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 9th of April 2022 and ending today, the 29th of March 2024. Click here to learn more.
Under normal circumstances, the fund will invest at least 80 percent of its net assets, plus any borrowings for investment purposes, in equity securities. The equity securities in which the fund invests are primarily common stocks, but may also include shares of real estate investment trusts and interests in master limited partnerships . More on Hamlin High Dividend

Moving together with Hamlin Mutual Fund

  0.96VVIAX Vanguard Value IndexPairCorr
  0.94DOXGX Dodge Cox StockPairCorr
  0.96FFMMX American Funds AmericanPairCorr
  0.96FFFMX American Funds AmericanPairCorr
  0.96AMRMX American Mutual FundPairCorr
  0.97AMFFX American Mutual FundPairCorr

Moving against Hamlin Mutual Fund

  0.49GABFX Gmo Asset AllocationPairCorr

Hamlin Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Hamlin High's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Hamlin High or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Fund ConcentrationHamlin Funds, Large Value Funds, Large Value, Hamlin Funds, Large Value, Large Value (View all Sectors)
Update Date31st of March 2024
Expense Ratio Date1st of May 2023
Fiscal Year EndDecember
Hamlin High Dividend [HHDFX] is traded in USA and was established 29th of March 2024. Hamlin High is listed under Hamlin Funds category by Fama And French industry classification. The fund is listed under Large Value category and is part of Hamlin Funds family. This fund currently has accumulated 1.13 B in assets under management (AUM) with minimum initial investment of 100 K. Hamlin High Dividend is currently producing year-to-date (YTD) return of 6.84% with the current yeild of 0.02%, while the total return for the last 3 years was 10.72%.
Check Hamlin High Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Hamlin Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Hamlin Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Hamlin High Dividend Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Hamlin High Dividend Mutual Fund Constituents

RGCRegencell Bioscience HoldingsStockHealth Care
VZVerizon CommunicationsStockCommunication Services
ABBABB Ltd ADRStockIndustrials
LAMRLamar AdvertisingStockReal Estate
INTCIntelStockInformation Technology
COPConocoPhillipsStockEnergy
ABBVAbbVie IncStockHealth Care
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Hamlin High Target Price Odds Analysis

Based on a normal probability distribution, the odds of Hamlin High jumping above the current price in 90 days from now is about 1.4%. The Hamlin High Dividend probability density function shows the probability of Hamlin High mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Hamlin High Dividend has a beta of -0.07. This usually indicates as returns on benchmark increase, returns on holding Hamlin High are expected to decrease at a much lower rate. During the bear market, however, Hamlin High Dividend is likely to outperform the market. Additionally, hamlin High Dividend has an alpha of 0.1146, implying that it can generate a 0.11 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
  Odds Below 33.31HorizonTargetOdds Above 33.31
98.56%90 days
 33.31 
1.40%
Based on a normal probability distribution, the odds of Hamlin High to move above the current price in 90 days from now is about 1.4 (This Hamlin High Dividend probability density function shows the probability of Hamlin Mutual Fund to fall within a particular range of prices over 90 days) .

Hamlin High Dividend Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Hamlin High market risk premium is the additional return an investor will receive from holding Hamlin High long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Hamlin High. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Hamlin High's alpha and beta are two of the key measurements used to evaluate Hamlin High's performance over the market, the standard measures of volatility play an important role as well.

Hamlin High Against Markets

Picking the right benchmark for Hamlin High mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Hamlin High mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Hamlin High is critical whether you are bullish or bearish towards Hamlin High Dividend at a given time. Please also check how Hamlin High's historical prices are related to one of the top price index indicators.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Hamlin High without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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How to buy Hamlin Mutual Fund?

Before investing in Hamlin High, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Hamlin High. To buy Hamlin High fund, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of Hamlin High. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
  • Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
  • Fund your account: You will need to deposit funds into your brokerage account to purchase Hamlin High fund. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located Hamlin High Dividend fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
  • Monitor your investment: After you have purchased Hamlin High Dividend fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Hamlin High Dividend, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.

Already Invested in Hamlin High Dividend?

The danger of trading Hamlin High Dividend is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Hamlin High is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Hamlin High. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Hamlin High Dividend is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Hamlin High Dividend. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in census.
Note that the Hamlin High Dividend information on this page should be used as a complementary analysis to other Hamlin High's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Pattern Recognition module to use different Pattern Recognition models to time the market across multiple global exchanges.

Complementary Tools for Hamlin Mutual Fund analysis

When running Hamlin High's price analysis, check to measure Hamlin High's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Hamlin High is operating at the current time. Most of Hamlin High's value examination focuses on studying past and present price action to predict the probability of Hamlin High's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Hamlin High's price. Additionally, you may evaluate how the addition of Hamlin High to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Hamlin High's value and its price as these two are different measures arrived at by different means. Investors typically determine if Hamlin High is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Hamlin High's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.