Foundry Partners Financials
| DRSVX Fund | USD 18.24 0.15 0.83% |
Foundry |
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.
Foundry Partners Fund Summary
Foundry Partners competes with Foundry Partners, Small-cap Value, Gmo Opportunistic, and Retirement Living. The fund invests at least 80 percent of its assets in common stocks of small capitalization companies that at the time of purchase are similar in market capitalization to those listed on the Russell 2000 Value Index. It may invest up to 20 percent of its assets in foreign securities , including American Depository Receipts or Global Depository Receipts that are traded on U.S. markets. The fund may invest up to 20 percent of its assets in investment-grade fixed income securities of any maturity.Specialization | Small Value, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Valued Advisers Trust |
| Mutual Fund Family | Foundry |
| Mutual Fund Category | Small Value |
| Benchmark | Dow Jones Industrial |
| Phone | 800 247 1014 |
| Currency | USD - US Dollar |
Foundry Partners Key Financial Ratios
Foundry Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Foundry Partners's current stock value. Our valuation model uses many indicators to compare Foundry Partners value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Foundry Partners competition to find correlations between indicators driving Foundry Partners's intrinsic value. More Info.Foundry Partners Fundamental is rated below average in price to earning among similar funds. It is rated below average in price to book among similar funds fabricating about 0.68 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Foundry Partners Fundamental is roughly 1.46 . 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 Foundry Partners' earnings, one of the primary drivers of an investment's value.Foundry Partners Fun Systematic Risk
Foundry Partners' systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Foundry Partners 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 fourteen with a total number of output elements of fourty-seven. The Beta measures systematic risk based on how returns on Foundry Partners Fun correlated with the market. If Beta is less than 0 Foundry Partners generally moves in the opposite direction as compared to the market. If Foundry Partners Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Foundry Partners Fun is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Foundry Partners is generally in the same direction as the market. If Beta > 1 Foundry Partners moves generally in the same direction as, but more than the movement of the benchmark.
Foundry Partners Thematic Clasifications
Foundry Partners Fundamental is part of several thematic ideas from Small Growth Funds to Small Value Funds. 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. Get More Thematic IdeasFoundry Partners Fundamental is rated below average in net asset among similar funds. Total Asset Under Management (AUM) of Small Value category is currently estimated at about 133.76 Billion. Foundry Partners adds roughly 238.21 Million in net asset claiming only tiny portion of funds listed under Small Value category.Foundry Partners February 5, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Foundry Partners help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Foundry Partners Fundamental. We use our internally-developed statistical techniques to arrive at the intrinsic value of Foundry Partners Fundamental based on widely used predictive technical indicators. In general, we focus on analyzing Foundry Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Foundry Partners's daily price indicators and compare them against related drivers.
| Information Ratio | (0.12) | |||
| Maximum Drawdown | 26.26 | |||
| Value At Risk | (1.43) | |||
| Potential Upside | 1.65 |
Other Information on Investing in Foundry Mutual Fund
Foundry Partners financial ratios help investors to determine whether Foundry 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 Foundry with respect to the benefits of owning Foundry Partners security.
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