(HSMV) First Trust Horizon Managed - Ratings and Ratios
Exchange: NYSE ARCA • Country: USA • Currency: USD • Type: Etf • ISIN: US33741Y1001 • Small Blend
HSMV: Small, Mid Capitalization, US, Stocks, Equities, Securities
The First Trust Horizon Managed Volatility Small/Mid ETF (HSMV) is designed to target small- and mid-capitalization U.S. equities with low expected future volatility. The fund typically allocates at least 80% of its net assets to these securities, which are selected based on the Sub-Advisors assessment of their potential stability. As a non-diversified fund, it may concentrate investments in a smaller number of issuers. HSMV is structured to blend small- and mid-cap exposures, aiming to balance risk and return in volatile markets.
Ticker Symbol: HSMV | Exchange: NYSE ARCA | Type: ETF | Country Origin: USA | ETF Category: Small Blend. With an AUM of $21.95M, HSMV operates with a focused portfolio. Recent trading data shows an average daily volume of 1,252 shares, with a last price of $36.31. Technical indicators include an SMA 20 of $36.10, SMA 50 of $36.05, and SMA 200 of $35.54, alongside an ATR of 0.31, reflecting its low-volatility profile.
3-Month Forecast Based onAdditional Sources for HSMV ETF
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
HSMV ETF Overview
Market Cap in USD | 21m |
Category | Small Blend |
TER | 0.80% |
IPO / Inception | 2020-04-06 |
HSMV ETF Ratings
Growth Rating | 60.4 |
Fundamental | - |
Dividend Rating | 58.7 |
Rel. Strength | -3.27 |
Analysts | - |
Fair Price Momentum | 34.53 USD |
Fair Price DCF | - |
HSMV Dividends
Dividend Yield 12m | 1.61% |
Yield on Cost 5y | 2.74% |
Annual Growth 5y | 17.92% |
Payout Consistency | 100.0% |
HSMV Growth Ratios
Growth Correlation 3m | -68.5% |
Growth Correlation 12m | 49.4% |
Growth Correlation 5y | 70% |
CAGR 5y | 11.16% |
CAGR/Max DD 5y | 0.58 |
Sharpe Ratio 12m | -0.87 |
Alpha | 0.27 |
Beta | 0.579 |
Volatility | 15.66% |
Current Volume | 6.1k |
Average Volume 20d | 1.4k |
As of May 03, 2025, the stock is trading at USD 35.62 with a total of 6,051 shares traded.
Over the past week, the price has changed by +1.91%, over one month by -2.09%, over three months by -1.03% and over the past year by +9.94%.
Yes. Based on ValueRay Analyses, First Trust Horizon Managed (NYSE ARCA:HSMV) is currently (May 2025) a good stock to buy. It has a ValueRay Growth Rating of 60.44 and therefor a clear technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of HSMV as of May 2025 is 34.53. This means that HSMV is currently overvalued and has a potential downside of -3.06%.
First Trust Horizon Managed has no consensus analysts rating.
According to ValueRays Forecast Model, HSMV First Trust Horizon Managed will be worth about 38.9 in May 2026. The stock is currently trading at 35.62. This means that the stock has a potential upside of +9.12%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 38.9 | 9.1% |