Advisory Research Financials
| ADVNX Fund | USD 9.41 0.02 0.21% |
Advisory |
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.
Advisory Research Fund Summary
Advisory Research competes with Multi-manager High, Tiaa-cref High, Six Circles, Msift High, and Simt High. The fund pursues its investment objectives by primarily investing in preferred securities and other income producing securities, including convertible securities, debt securities, mortgage-backed securities, asset-backed securities, common stocks, derivatives, real estate investment trusts and securities of other investment companies such as closed-end funds and exchange traded funds. Under normal market conditions, it invests primarily in preferred securities and debt securities.Specialization | Multisector Bond, Large Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | North Square Investments |
| Mutual Fund Family | North Square |
| Mutual Fund Category | Multisector Bond |
| Benchmark | Dow Jones Industrial |
| Phone | 855 551 5521 |
| Currency | USD - US Dollar |
Advisory Research Key Financial Ratios
Advisory Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Advisory Research's current stock value. Our valuation model uses many indicators to compare Advisory Research value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Advisory Research competition to find correlations between indicators driving Advisory Research's intrinsic value. More Info.Advisory Research Strategic is the top fund in price to earning among similar funds. It also is the top fund in price to book among similar funds fabricating about 0.24 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Advisory Research Strategic is roughly 4.11 . 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 Advisory Research's earnings, one of the primary drivers of an investment's value.Advisory Research Systematic Risk
Advisory Research's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Advisory Research 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 output start index for this execution was thirty-six with a total number of output elements of twenty-five. The Beta measures systematic risk based on how returns on Advisory Research correlated with the market. If Beta is less than 0 Advisory Research generally moves in the opposite direction as compared to the market. If Advisory Research Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Advisory Research is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Advisory Research is generally in the same direction as the market. If Beta > 1 Advisory Research moves generally in the same direction as, but more than the movement of the benchmark.
Advisory Research February 1, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Advisory Research help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Advisory Research Strategic. We use our internally-developed statistical techniques to arrive at the intrinsic value of Advisory Research Strategic based on widely used predictive technical indicators. In general, we focus on analyzing Advisory Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Advisory Research's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.2046 | |||
| Information Ratio | (0.47) | |||
| Maximum Drawdown | 0.857 | |||
| Value At Risk | (0.21) | |||
| Potential Upside | 0.3219 |
Other Information on Investing in Advisory Mutual Fund
Advisory Research financial ratios help investors to determine whether Advisory 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 Advisory with respect to the benefits of owning Advisory Research security.
| Money Managers Screen money managers from public funds and ETFs managed around the world | |
| Technical Analysis Check basic technical indicators and analysis based on most latest market data | |
| Watchlist Optimization Optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm |