Heritage Fund Financial Statements From 2010 to 2024
| ATHGX Fund | USD 32.73 0.12 0.37% |
Check Heritage Fund financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Heritage Fund's main balance sheet or income statement drivers, such as , as well as many indicators such as . Heritage financial statements analysis is a perfect complement when working with Heritage Fund Valuation or Volatility modules.
Heritage |
Heritage Fund R5 Mutual Fund Ten Year Return Analysis
Heritage Fund's Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
More About Ten Year Return | All Equity Analysis
Ten Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Heritage Fund Ten Year Return | 12.71 % |
Most of Heritage Fund's fundamental indicators, such as Ten Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Heritage Fund R5 is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
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Based on the latest financial disclosure, Heritage Fund R5 has a Ten Year Return of 12.71%. This is much higher than that of the American Century Investments family and significantly higher than that of the Mid-Cap Growth category. The ten year return for all United States funds is notably lower than that of the firm.
Heritage Fund R5 Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Heritage Fund's current stock value. Our valuation model uses many indicators to compare Heritage Fund value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Heritage Fund competition to find correlations between indicators driving Heritage Fund's intrinsic value. More Info.Heritage Fund R5 is the top fund in year to date return among similar funds. It also is the top fund in one year return among similar funds reporting about 1.33 of One Year Return per Year To Date Return. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Heritage Fund's earnings, one of the primary drivers of an investment's value.About Heritage Fund Financial Statements
Heritage Fund investors use historical fundamental indicators, such as Heritage Fund's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Heritage Fund. Please read more on our technical analysis and fundamental analysis pages.
The fund normally invests in stocks of medium-sized companies that the adviser believes will increase in value over time, using an investment strategy developed by the funds investment advisor. In implementing this strategy, the portfolio managers make their investment decisions based primarily on their analysis of individual companies, rather than on broad economic forecasts. Management of the fund is based on the belief that durable franchises in a growing industry can sustain above average earnings growth.
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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.Other Information on Investing in Heritage Mutual Fund
Heritage Fund financial ratios help investors to determine whether Heritage 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 Heritage with respect to the benefits of owning Heritage Fund security.
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