Fam Equity-income Financials
| FAMEX Fund | USD 61.80 0.44 0.72% |
Fam |
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.
Fam Equity-income Fund Summary
Fam Equity-income competes with Fam Value, Fam Small, Ycg Enhanced, Aegis Value, and Parnassus Mid. The funds adviser employs a value approach in making its common stock selections. Generally, the adviser will attempt to remain fully invested in common stocks and securities that are convertible into common stocks, such as convertible bonds and convertible preferred stocks. The fund may invest in the securities of issuers of all sizes and market capitalizations.Specialization | Mid-Cap Blend, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US3144652043 |
| Business Address | Fenimore Asset Management |
| Mutual Fund Family | FAM |
| Mutual Fund Category | Mid-Cap Blend |
| Benchmark | Dow Jones Industrial |
| Phone | 800 932 3271 |
| Currency | USD - US Dollar |
Fam Equity-income Key Financial Ratios
Fam Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Fam Equity-income's current stock value. Our valuation model uses many indicators to compare Fam Equity-income value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Fam Equity-income competition to find correlations between indicators driving Fam Equity-income's intrinsic value. More Info.Fam Equity Income Fund is rated # 2 fund in price to earning among similar funds. It 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 Fam Equity Income Fund is roughly 6.27 . 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 Fam Equity-income's earnings, one of the primary drivers of an investment's value.Fam Equity Income Systematic Risk
Fam Equity-income's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Fam Equity-income 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 Fam Equity Income correlated with the market. If Beta is less than 0 Fam Equity-income generally moves in the opposite direction as compared to the market. If Fam Equity-income Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Fam Equity Income is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Fam Equity-income is generally in the same direction as the market. If Beta > 1 Fam Equity-income moves generally in the same direction as, but more than the movement of the benchmark.
Fam Equity-income November 23, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Fam Equity-income help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Fam Equity Income Fund. We use our internally-developed statistical techniques to arrive at the intrinsic value of Fam Equity Income Fund based on widely used predictive technical indicators. In general, we focus on analyzing Fam Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Fam Equity-income's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.7581 | |||
| Information Ratio | (0.06) | |||
| Maximum Drawdown | 3.34 | |||
| Value At Risk | (1.09) | |||
| Potential Upside | 1.31 |
Other Information on Investing in Fam Mutual Fund
Fam Equity-income financial ratios help investors to determine whether Fam 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 Fam with respect to the benefits of owning Fam Equity-income security.
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