Balanced Fund Financials
| FOBAX Fund | USD 21.12 0.06 0.28% |
Balanced |
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.
Balanced Fund Fund Summary
Balanced Fund competes with Villere Balanced, James Balanced, Small Pany, Value Line, and Short Intermediate. The funds Sub-Adviser will allocate its assets among stocks, fixed income securities, and cash equivalents. The fund will normally invest 25 percent to 75 percent of its assets in stocks and convertible securities and at least 25 percent of its total assets in fixed income securities. The fund may also invest in preferred stocks and warrants. The fund may invest in securities issued by companies with large, medium, or small capitalizations.Specialization | Allocation--50% to 70% Equity, Large Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Tributary Funds, |
| Mutual Fund Family | Tributary Funds |
| Mutual Fund Category | Allocation--50% to 70% Equity |
| Benchmark | Dow Jones Industrial |
| Phone | 800 662 4203 |
| Currency | USD - US Dollar |
Balanced Fund Key Financial Ratios
Balanced Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Balanced Fund's current stock value. Our valuation model uses many indicators to compare Balanced Fund value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Balanced Fund competition to find correlations between indicators driving Balanced Fund's intrinsic value. More Info.Balanced Fund Institutional is rated # 2 fund in price to earning among similar funds. It also is rated # 2 fund in price to book among similar funds fabricating about 0.15 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Balanced Fund Institutional is roughly 6.57 . 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 Balanced Fund's earnings, one of the primary drivers of an investment's value.Balanced Fund Instit Systematic Risk
Balanced Fund's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Balanced Fund 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 three with a total number of output elements of fifty-eight. The Beta measures systematic risk based on how returns on Balanced Fund Instit correlated with the market. If Beta is less than 0 Balanced Fund generally moves in the opposite direction as compared to the market. If Balanced Fund Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Balanced Fund Instit is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Balanced Fund is generally in the same direction as the market. If Beta > 1 Balanced Fund moves generally in the same direction as, but more than the movement of the benchmark.
Balanced Fund November 23, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Balanced Fund help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Balanced Fund Institutional. We use our internally-developed statistical techniques to arrive at the intrinsic value of Balanced Fund Institutional based on widely used predictive technical indicators. In general, we focus on analyzing Balanced Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Balanced Fund's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.5257 | |||
| Information Ratio | (0.16) | |||
| Maximum Drawdown | 2.34 | |||
| Value At Risk | (0.99) | |||
| Potential Upside | 0.7418 |
Other Information on Investing in Balanced Mutual Fund
Balanced Fund financial ratios help investors to determine whether Balanced 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 Balanced with respect to the benefits of owning Balanced Fund security.
| Risk-Return Analysis View associations between returns expected from investment and the risk you assume | |
| Fundamental Analysis View fundamental data based on most recent published financial statements |