Equity Series Financials
EXEYX Fund | USD 16.95 0.07 0.41% |
Equity |
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.
Equity Series Fund Summary
Equity Series competes with Large Cap, Wasatch Large, Westcore Plus, Aberdeen Global, and Marsico 21st. The fund normally invests at least 80 percent of its assets in equity securities. It principally invests in common stocks of U.S. issuers. The fund may invest in stocks of small-, large-, or mid-size companies. It may purchase shares of exchange-traded funds , including to establish a diversified position in a particular sector of the market or to manage cash flows.Specialization | Large Growth, Large Blend |
Instrument | USA Mutual Fund View All |
Exchange | NMFQS Exchange |
ISIN | US5638216029 |
Business Address | Manning Napier Fund, |
Mutual Fund Family | Manning & Napier |
Mutual Fund Category | Large Growth |
Benchmark | Dow Jones Industrial |
Phone | 800 466 3863 |
Currency | USD - US Dollar |
Equity Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Equity Series's current stock value. Our valuation model uses many indicators to compare Equity Series value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Equity Series competition to find correlations between indicators driving Equity Series's intrinsic value. More Info.Equity Series Class 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 0.16 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Equity Series Class is roughly 6.10 . 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 Equity Series' earnings, one of the primary drivers of an investment's value.Equity Series Class Systematic Risk
Equity Series' systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Equity Series 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 Equity Series Class correlated with the market. If Beta is less than 0 Equity Series generally moves in the opposite direction as compared to the market. If Equity Series Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Equity Series Class is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Equity Series is generally in the same direction as the market. If Beta > 1 Equity Series moves generally in the same direction as, but more than the movement of the benchmark.
Equity Series November 27, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Equity Series help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Equity Series Class. We use our internally-developed statistical techniques to arrive at the intrinsic value of Equity Series Class based on widely used predictive technical indicators. In general, we focus on analyzing Equity Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Equity Series's daily price indicators and compare them against related drivers.
Downside Deviation | 0.7755 | |||
Information Ratio | (0.03) | |||
Maximum Drawdown | 3.99 | |||
Value At Risk | (1.12) | |||
Potential Upside | 1.03 |
Other Information on Investing in Equity Mutual Fund
Equity Series financial ratios help investors to determine whether Equity 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 Equity with respect to the benefits of owning Equity Series security.
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