Concorde Wealth Mutual Fund Money Managers

CONWX Fund  USD 20.04  0.02  0.1%   
Break down of Concorde Wealth's management performance can provide insight into the fund's overall performance. Note that fund manager's attribution analysis is becoming a valuable factor that both investors and analysts use to determine the amount of risk that may be associated with Concorde Wealth's future under-performance.
  
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Symbol  CONWX
Name  Concorde Wealth Management
TypeMutual Fund
Country  
 United States
Exchange  NMFQS

Information on Concorde Wealth Management Leadership is currently not available.

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Some institutional investors establish a significant position in mutual funds such as Concorde Wealth in order to find ways to drive up its value. Retail investors, on the other hand, need to know that institutional holders can own millions of shares of Concorde Wealth, and when they decide to sell, the mutual fund will often sell-off, which may instantly impact shareholders' value. So, traders who get in early or near the beginning of the institutional investor's buying cycle could potentially generate profits.

Concorde Wealth Net Asset Comparison

Concorde Wealth Management is the top fund in net asset among similar funds. Total Asset Under Management (AUM) of Allocation--50% to 70% Equity category is currently estimated at about 22.45 Billion. Concorde Wealth adds roughly 42.31 Million in net asset claiming only tiny portion of funds in Allocation--50% to 70% Equity category.

Concorde Wealth Mana Benchmark Summation

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The output start index for this execution was zero with a total number of output elements of sixty-one. Concorde Wealth Mana Price Series Summation is a cross summation of Concorde Wealth price series and its benchmark/peer.
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About Concorde Wealth Management Performance

The success or failure of an entity such as Concorde Wealth Mana often depends on how effective the management is. Concorde Wealth management team is responsible for propelling the future growth in the right direction and administering and controlling the business activities and accounting for the results. Ineffective management usually contributes to failure in the company's future performance for all stakeholders equally, but most importantly, for investors. So it is important to measure the effectiveness of Concorde management before purchasing its stock. In many ways, it's all about finding the answer to one important question - Are they doing the right thing right now? How would we assess whether the Concorde management is utilizing all available resources in the best possible way? Also, how well is the company doing relative to others in its sector and the market as a whole? The answer can be found by analyzing a few important fundamental indicators such as return on assets and return on equity.
The fund invests primarily in a portfolio of equity securities that the adviser believes are undervalued, debt securities that offer appropriate current returns that are commensurate with related risks and private equity, based on risk and return attributes as dictated by broad market and economic conditions. It normally invests approximately 40 percent to 60 percent of the funds total assets in equity securities and 40 percent to 60 percent in fixed income securities.
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.

Other Information on Investing in Concorde Mutual Fund

Concorde Wealth financial ratios help investors to determine whether Concorde 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 Concorde with respect to the benefits of owning Concorde Wealth security.
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