Heritage Fund Financial Statements From 2010 to 2024

TWHIX Fund  USD 28.91  0.44  1.55%   
Heritage Fund financial statements provide useful quarterly and yearly information to potential Heritage Fund Investor investors about the company's current and past financial position, as well as its overall management performance and changes in financial position over time. Historical trend examination of various income statement and balance sheet accounts found on Heritage Fund financial statements helps investors assess Heritage Fund's valuation, profitability, and current liquidity needs. Key fundamental drivers impacting Heritage Fund's valuation are summarized below:
Heritage Fund Investor does not presently have any fundamental trends for analysis.
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.
  
This module can also supplement various Heritage Fund Technical models . Check out the analysis of Heritage Fund Correlation against competitors.

Heritage Fund Investor Mutual Fund Price To Earning Analysis

Heritage Fund's Price to Earnings ratio is typically used for current valuation of a company and is one of the most popular ratios that investors monitor daily. Holding a low PE stock is less risky because when a company's profitability falls, it is likely that earnings will also go down as well. In other words, if you start from a lower position, your downside risk is limited. There are also some investors who believe that low Price to Earnings ratio reflects the low pricing because a given company is in trouble. On the other hand, a higher PE ratio means that investors are paying more for each unit of profit.

P/E

 = 

Market Value Per Share

Earnings Per Share

More About Price To Earning | All Equity Analysis

Current Heritage Fund Price To Earning

    
  23.93 X  
Most of Heritage Fund's fundamental indicators, such as Price To Earning, 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 Investor is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Generally speaking, the Price to Earnings ratio gives investors an idea of what the market is willing to pay for the company's current earnings.
Competition

Based on the latest financial disclosure, Heritage Fund Investor has a Price To Earning of 23.93 times. This is much higher than that of the American Century Investments family and significantly higher than that of the Mid-Cap Growth category. The price to earning for all United States funds is notably lower than that of the firm.

Heritage Fund Investor 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 Investor is rated top fund in price to earning among similar funds. It also is rated top fund in price to book among similar funds fabricating about  0.20  of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Heritage Fund Investor is roughly  5.00 . 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.

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.

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.
Portfolio Comparator
Compare the composition, asset allocations and performance of any two portfolios in your account
CEOs Directory
Screen CEOs from public companies around the world
Commodity Channel
Use Commodity Channel Index to analyze current equity momentum
Bonds Directory
Find actively traded corporate debentures issued by US companies