Aamg Funds Financials
| ACWZX Fund | USD 18.80 0.04 0.21% |
Aamg |
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.
Aamg Funds Fund Summary
Aamg Funds competes with Mainstay Convertible, Putnam Convertible, Absolute Convertible, Lord Abbett, and Rational/pier. Under normal circumstances, the fund invests at least 80 percent of its net assets, plus the amount of any borrowings for investment purposes, in securities of small- and mid-capitalization companies. The manager currently defines small- and mid-capitalization companies to be those with market capitalizations at the time of purchase within the range of capitalizations of companies in the Russell 2500 Growth Index. The subadviser seeks to identify quality companies with growth oriented characteristics.Specialization | Small Growth, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Mutual Fund Family | AMG Funds |
| Mutual Fund Category | Small Growth |
| Benchmark | Dow Jones Industrial |
| Currency | USD - US Dollar |
Aamg Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Aamg Funds's current stock value. Our valuation model uses many indicators to compare Aamg Funds value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Aamg Funds competition to find correlations between indicators driving Aamg Funds's intrinsic value. More Info.Aamg Funds Iv is third largest fund in year to date return among similar funds. It also is third largest fund in one year return among similar funds reporting about 4.67 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 Aamg Funds' earnings, one of the primary drivers of an investment's value.Aamg Funds Iv Systematic Risk
Aamg Funds' systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Aamg Funds volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The function did not generate any output. Please change time horizon or modify your input parameters. The output start index for this execution was one with a total number of output elements of sixty. The Beta measures systematic risk based on how returns on Aamg Funds Iv correlated with the market. If Beta is less than 0 Aamg Funds generally moves in the opposite direction as compared to the market. If Aamg Funds Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Aamg Funds Iv is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Aamg Funds is generally in the same direction as the market. If Beta > 1 Aamg Funds moves generally in the same direction as, but more than the movement of the benchmark.
Aamg Funds January 19, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Aamg Funds help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Aamg Funds Iv. We use our internally-developed statistical techniques to arrive at the intrinsic value of Aamg Funds Iv based on widely used predictive technical indicators. In general, we focus on analyzing Aamg Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Aamg Funds's daily price indicators and compare them against related drivers.
| Downside Deviation | 1.14 | |||
| Information Ratio | 0.0198 | |||
| Maximum Drawdown | 8.63 | |||
| Value At Risk | (1.38) | |||
| Potential Upside | 1.58 |
Other Information on Investing in Aamg Mutual Fund
Aamg Funds financial ratios help investors to determine whether Aamg 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 Aamg with respect to the benefits of owning Aamg Funds security.
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