Edgewood Growth Financials
| EGFIX Fund | USD 53.90 0.08 0.15% |
Edgewood |
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.
Edgewood Growth Fund Summary
Edgewood Growth competes with John Hancock, Diamond Hill, Hartford Schroders, Oakmark International, and Pimco Investment. The fund primarily invests in a core group of 15-35 equity securities, including both common stocks and sponsored American Depositary Receipts . Its investments are expected to have a bias toward larger capitalization issuers , but the fund may also invest in small-capitalization and medium-capitalization companies. It is non-diversified.Specialization | Large Growth, Large Growth |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US0075W07594 |
| Business Address | Advisors Inner Circle |
| Mutual Fund Family | Edgewood |
| Mutual Fund Category | Large Growth |
| Benchmark | Dow Jones Industrial |
| Phone | 800 791 4226 |
| Currency | USD - US Dollar |
Edgewood Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Edgewood Growth's current stock value. Our valuation model uses many indicators to compare Edgewood Growth value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Edgewood Growth competition to find correlations between indicators driving Edgewood Growth's intrinsic value. More Info.Edgewood Growth Fund is one of the top funds in price to earning among similar funds. It also is one of the top funds 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 Edgewood Growth Fund is roughly 7.38 . 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 Edgewood Growth's earnings, one of the primary drivers of an investment's value.Edgewood Growth Systematic Risk
Edgewood Growth's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Edgewood Growth 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 twelve with a total number of output elements of fourty-nine. The Beta measures systematic risk based on how returns on Edgewood Growth correlated with the market. If Beta is less than 0 Edgewood Growth generally moves in the opposite direction as compared to the market. If Edgewood Growth Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Edgewood Growth is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Edgewood Growth is generally in the same direction as the market. If Beta > 1 Edgewood Growth moves generally in the same direction as, but more than the movement of the benchmark.
Edgewood Growth November 25, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Edgewood Growth help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Edgewood Growth Fund. We use our internally-developed statistical techniques to arrive at the intrinsic value of Edgewood Growth Fund based on widely used predictive technical indicators. In general, we focus on analyzing Edgewood Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Edgewood Growth's daily price indicators and compare them against related drivers.
| Downside Deviation | 1.14 | |||
| Information Ratio | (0.03) | |||
| Maximum Drawdown | 4.66 | |||
| Value At Risk | (1.78) | |||
| Potential Upside | 1.7 |
Other Information on Investing in Edgewood Mutual Fund
Edgewood Growth financial ratios help investors to determine whether Edgewood 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 Edgewood with respect to the benefits of owning Edgewood Growth security.
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