Financial Services Mutual Fund Money Managers
SFPAX Fund | USD 11.61 0.01 0.09% |
Break down of Financial Services' 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 Financial Services' future under-performance.
Financial |
Symbol | SFPAX |
Name | Financial Services Portfolio |
Type | Mutual Fund |
Country | United States |
Exchange | NMFQS |
Information on Financial Services Portfolio Leadership is currently not available.
If you believe this information is not accurate please let us know and we will check it out. Check all delisted instruments across multiple markets.Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.
Thematic Opportunities
Explore Investment Opportunities
Financial Services Net Asset Comparison
Financial Services Portfolio is rated top fund in net asset among similar funds. Total Asset Under Management (AUM) of Financial category is currently estimated at about 26.41 Million. Financial Services holds roughly 1.11 Million in net asset claiming about 4% of all funds under Financial category.
Financial Services Benchmark Summation
Operator |
The output start index for this execution was zero with a total number of output elements of sixty-one. Financial Services Price Series Summation is a cross summation of Financial Services price series and its benchmark/peer.
About Financial Services Management Performance
The success or failure of an entity such as Financial Services often depends on how effective the management is. Financial Services 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 Financial 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 Financial 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 will normally invest at least 80 percent of its total assets in U.S. and foreign equity securities issued by financial services companies, regardless of their stock market value . Equity securities include common stocks, securities convertible into common stocks, preferred stocks and warrants. Up to 20 percent of the Portfolios total assets may be invested in U.S. and foreign securities outside of financial companies.
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 Financial Mutual Fund
Financial Services financial ratios help investors to determine whether Financial 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 Financial with respect to the benefits of owning Financial Services security.
Volatility Analysis Get historical volatility and risk analysis based on latest market data | |
Transaction History View history of all your transactions and understand their impact on performance | |
AI Portfolio Architect Use AI to generate optimal portfolios and find profitable investment opportunities | |
Analyst Advice Analyst recommendations and target price estimates broken down by several categories |