(HUSV) First Trust Horizon Managed - Ratings and Ratios
Exchange: NYSE ARCA • Country: USA • Currency: USD • Type: Etf • ISIN: US33739P8894 • Large Value
HUSV: Common Stocks, US Companies, Low Volatility
The First Trust Horizon Managed Volatility Domestic ETF (HUSV) is designed to provide exposure to U.S. equities with a focus on managing volatility. The fund invests at least 80% of its net assets in common stocks of domestic companies listed on U.S. national securities exchanges. The sub-advisor employs a quantitative, rules-based approach, supplemented by active management discretion, to identify stocks with low future expected volatility. Volatility forecasting models are utilized to guide portfolio construction, aiming to balance risk and return in varying market conditions. For more information, visit the funds website at http://www.ftportfolios.com/
Over the next three months, HUSV is expected to maintain its stable performance, supported by its current technical and fundamental profile. Technically, the ETF is trading above its 20, 50, and 200-day SMAs (39.58, 38.51, and 37.36, respectively), with a last price of 39.84, indicating a bullish trend. The Average True Range (ATR) of 0.30 suggests low volatility, which aligns with the funds investment strategy. The average volume of 14,756 shares over the past 20 days reflects moderate liquidity. On the fundamental side, the funds assets under management (AUM) of $97.62 million indicate a solid investor base. Given these factors, HUSV is likely to experience continued demand, particularly in a risk-averse market environment, potentially leading to modest capital appreciation.
Additional Sources for HUSV ETF
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
HUSV ETF Overview
Market Cap in USD | 93m |
Category | Large Value |
TER | 0.70% |
IPO / Inception | 2016-08-24 |
HUSV ETF Ratings
Growth Rating | 78.0 |
Fundamental | - |
Dividend Rating | 42.5 |
Rel. Strength | 6.64 |
Analysts | - |
Fair Price Momentum | 40.05 USD |
Fair Price DCF | - |
HUSV Dividends
Dividend Yield 12m | 1.25% |
Yield on Cost 5y | 2.20% |
Annual Growth 5y | 2.75% |
Payout Consistency | 96.0% |
HUSV Growth Ratios
Growth Correlation 3m | -24.2% |
Growth Correlation 12m | 85.9% |
Growth Correlation 5y | 86.4% |
CAGR 5y | 12.52% |
CAGR/Max DD 5y | 0.74 |
Sharpe Ratio 12m | 1.23 |
Alpha | 8.35 |
Beta | 0.508 |
Volatility | 24.57% |
Current Volume | 13k |
Average Volume 20d | 10.5k |
As of May 01, 2025, the stock is trading at USD 39.48 with a total of 13,022 shares traded.
Over the past week, the price has changed by +1.96%, over one month by -1.77%, over three months by +2.18% and over the past year by +16.45%.
Yes. Based on ValueRay Analyses, First Trust Horizon Managed (NYSE ARCA:HUSV) is currently (May 2025) a good stock to buy. It has a ValueRay Growth Rating of 78.02 and therefor a clear technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of HUSV as of May 2025 is 40.05. This means that HUSV is currently overvalued and has a potential downside of 1.44%.
First Trust Horizon Managed has no consensus analysts rating.
According to ValueRays Forecast Model, HUSV First Trust Horizon Managed will be worth about 44.5 in May 2026. The stock is currently trading at 39.48. This means that the stock has a potential upside of +12.69%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 44.5 | 12.7% |