Investment Managers Financials
| EPGIX Fund | USD 10.80 0.01 0.09% |
Investment |
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.
Investment Managers Fund Summary
Investment Managers competes with T Rowe, Aqr Diversified, Lord Abbett, California Bond, and T Rowe. Under normal market conditions, the fund invests at least 80 percent of its net assets in the securities of gold companies located in Europe and the Pacific Rim. The funds advisor defines securities of gold companies as equity securities of companies that derive at least 50 percent of gross revenue or profit from mining, processing, or dealing and investing in gold, as well as companies whose primary business is exploring for gold or that provide services to the gold industry. It may invest up to 15 percent of its net assets in private placements and other restricted securities.Specialization | Equity Precious Metals, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Investment Managers Series |
| Mutual Fund Family | Euro Pacific Asset Management |
| Mutual Fund Category | Equity Precious Metals |
| Benchmark | Dow Jones Industrial |
| Phone | 888 558 5851 |
| Currency | USD - US Dollar |
Investment Managers Key Financial Ratios
Investment Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Investment Managers's current stock value. Our valuation model uses many indicators to compare Investment Managers value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Investment Managers competition to find correlations between indicators driving Investment Managers's intrinsic value. More Info.Investment Managers Series is one of the top funds in annual yield among similar funds. It also is one of the top funds in year to date return among similar funds creating about 93.58 of Year To Date Return per Annual Yield. 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 Investment Managers' earnings, one of the primary drivers of an investment's value.Investment Managers Systematic Risk
Investment Managers' systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Investment Managers 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 Investment Managers correlated with the market. If Beta is less than 0 Investment Managers generally moves in the opposite direction as compared to the market. If Investment Managers Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Investment Managers is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Investment Managers is generally in the same direction as the market. If Beta > 1 Investment Managers moves generally in the same direction as, but more than the movement of the benchmark.
Investment Managers February 7, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Investment Managers help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Investment Managers Series. We use our internally-developed statistical techniques to arrive at the intrinsic value of Investment Managers Series based on widely used predictive technical indicators. In general, we focus on analyzing Investment Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Investment Managers's daily price indicators and compare them against related drivers.
| Information Ratio | (0.05) | |||
| Maximum Drawdown | 8.68 | |||
| Value At Risk | (3.12) | |||
| Potential Upside | 3.24 |
Other Information on Investing in Investment Mutual Fund
Investment Managers financial ratios help investors to determine whether Investment 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 Investment with respect to the benefits of owning Investment Managers security.
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