Formulafolios Equity Financial Statements From 2010 to 2026
Formulafolios Equity's financial statements offer valuable quarterly and annual insights to potential investors, highlighting the company's current and historical financial position, overall management performance, and changes in financial standing over time. Key fundamentals influencing Formulafolios Equity's valuation are provided below:Formulafolios Equity Fund does not presently have any fundamental signals for analysis.
This module can also supplement various Formulafolios Equity Technical models . Check out Investing Opportunities to better understand how to build diversified portfolios. 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 metropolitan statistical area.
Check Formulafolios Equity financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Formulafolios Equity's main balance sheet or income statement drivers, such as , as well as many indicators such as . Formulafolios financial statements analysis is a perfect complement when working with Formulafolios Equity Valuation or Volatility modules.
Formulafolios |
Formulafolios Equity Fund Mutual Fund Net Asset Analysis
Formulafolios Equity's Net Asset is the current market value of a fund less its liabilities. In a nutshell, if the fund is liquidated or all of the assets is sold out, the net asset will be the amount that the shareholders would demand back from the fund.
Current Formulafolios Equity Net Asset | 127.02 M |
Most of Formulafolios Equity's fundamental indicators, such as Net Asset, 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, Formulafolios Equity Fund is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Net Asset is the value used in calculating NAV of a fund. NAV (or Net Asset Value) is computed once a day based on the formula that uses closing prices of all positions in the fund's portfolio.
CompetitionBased on the recorded statements, Formulafolios Equity Fund has a Net Asset of 127.02 M. This is much higher than that of the FormulaFolios family and significantly higher than that of the Large Value category. The net asset for all United States funds is notably lower than that of the firm.
Formulafolios Equity Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Formulafolios Equity's current stock value. Our valuation model uses many indicators to compare Formulafolios Equity value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Formulafolios Equity competition to find correlations between indicators driving Formulafolios Equity's intrinsic value. More Info.Formulafolios Equity Fund is one of the top funds in one year return among similar funds. It also is one of the top funds in three year return among similar funds . 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 Formulafolios Equity's earnings, one of the primary drivers of an investment's value.Also Currently Popular
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.| JBL | Jabil Circuit | |
| MRK | Merck Company | |
| AMGN | Amgen Inc |
Check out Investing Opportunities to better understand how to build diversified portfolios. 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 metropolitan statistical area. You can also try the Risk-Return Analysis module to view associations between returns expected from investment and the risk you assume.
Other Consideration for investing in Formulafolios Mutual Fund
If you are still planning to invest in Formulafolios Equity check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Formulafolios Equity's history and understand the potential risks before investing.
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