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.
  
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Financial Services Portfolio. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in nation.
Symbol  SFPAX
Name  Financial Services Portfolio
TypeMutual 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

Build portfolios using Macroaxis predefined set of investing ideas. Many of Macroaxis investing ideas can easily outperform a given market. Ideas can also be optimized per your risk profile before portfolio origination is invoked.
Explore Investing Ideas  

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