Lebenthal Lisanti Financials
| ASCGX Fund | USD 21.45 0.05 0.23% |
Lebenthal |
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.
Lebenthal Lisanti Fund Summary
Lebenthal Lisanti competes with Lord Abbett, Queens Road, and Eaton Vance. The fund normally invests at least 80 percent of its net assets in the equity securities of smaller, lesser-known companies whose stocks are traded in the U.S. markets. It normally invests in companies that the Adviser believes are in an early stage or transitional point in their development and have above average prospects for growth.Specialization | Small Growth, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Forum Funds |
| Mutual Fund Family | Lisanti SmallCap |
| Mutual Fund Category | Small Growth |
| Benchmark | Dow Jones Industrial |
| Phone | 800 441 7031 |
| Currency | USD - US Dollar |
Lebenthal Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Lebenthal Lisanti's current stock value. Our valuation model uses many indicators to compare Lebenthal Lisanti value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Lebenthal Lisanti competition to find correlations between indicators driving Lebenthal Lisanti's intrinsic value. More Info.Lebenthal Lisanti Small 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 0.14 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Lebenthal Lisanti Small is roughly 7.06 . 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 Lebenthal Lisanti's earnings, one of the primary drivers of an investment's value.Lebenthal Lisanti Small Systematic Risk
Lebenthal Lisanti's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Lebenthal Lisanti 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 twenty with a total number of output elements of fourty-one. The Beta measures systematic risk based on how returns on Lebenthal Lisanti Small correlated with the market. If Beta is less than 0 Lebenthal Lisanti generally moves in the opposite direction as compared to the market. If Lebenthal Lisanti Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Lebenthal Lisanti Small is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Lebenthal Lisanti is generally in the same direction as the market. If Beta > 1 Lebenthal Lisanti moves generally in the same direction as, but more than the movement of the benchmark.
Lebenthal Lisanti Thematic Clasifications
Lebenthal Lisanti Small is part of Small Growth Funds investing theme. If you are a theme-oriented, socially responsible, and at the same time, a result-driven investor, you can align your investing habits with your values without jeopardizing your expectations about returns. You can easily create an optimal portfolio of stocks, ETFs, funds, or cryptocurrencies based on a specific theme of your liking. Funds with small to mid capitalization growth equities. Funds or Etfs that invest in stocks of small to mid-sized companies with above-average risk and growth rate that usually reinvest their earnings back into business
This theme covers Funds with small to mid capitalization growth equities. Funds or Etfs that invest in stocks of small to mid-sized companies with above-average risk and growth rate that usually reinvest their earnings back into business. Get More Thematic Ideas
Lebenthal Lisanti Small is the top fund in net asset among similar funds. Total Asset Under Management (AUM) of Small Growth category is currently estimated at about 8.14 Billion. Lebenthal Lisanti maintains roughly 60.02 Million in net asset contributing less than 1% to funds listed under Small Growth category.| Small Growth Funds | View |
Lebenthal Lisanti November 22, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Lebenthal Lisanti help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Lebenthal Lisanti Small. We use our internally-developed statistical techniques to arrive at the intrinsic value of Lebenthal Lisanti Small based on widely used predictive technical indicators. In general, we focus on analyzing Lebenthal Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Lebenthal Lisanti's daily price indicators and compare them against related drivers.
| Downside Deviation | 1.34 | |||
| Information Ratio | 0.0368 | |||
| Maximum Drawdown | 7.24 | |||
| Value At Risk | (1.89) | |||
| Potential Upside | 2.26 |
Other Information on Investing in Lebenthal Mutual Fund
Lebenthal Lisanti financial ratios help investors to determine whether Lebenthal 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 Lebenthal with respect to the benefits of owning Lebenthal Lisanti security.
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