Small Company Financials
| FOSBX Fund | USD 35.19 0.30 0.85% |
Small |
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.
Small Company Fund Summary
Small Company competes with Parnassus Equity, Wcm Focused, Tiaa-cref Growth, T Rowe, and Nuance Mid. Under normal market conditions, the Advisor intends to invest at least 80 percent of its assets in common stocks and securities that can be converted into common stocks, such as convertible bonds, convertible preferred stocks, options, and rights, of companies with small market capitalization. A companys market capitalization is generally considered small if it is less than 6 billion.Specialization | Small Blend, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US89609H7044 |
| Business Address | Tributary Funds, |
| Mutual Fund Family | Tributary Funds |
| Mutual Fund Category | Small Blend |
| Benchmark | Dow Jones Industrial |
| Phone | 800 662 4203 |
| Currency | USD - US Dollar |
Small Company Key Financial Ratios
Small Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Small Company's current stock value. Our valuation model uses many indicators to compare Small Company value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Small Company competition to find correlations between indicators driving Small Company's intrinsic value. More Info.Small Pany 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 0.10 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Small Pany Fund is roughly 9.56 . 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 Small Company's earnings, one of the primary drivers of an investment's value.Small Pany Fund Systematic Risk
Small Company's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Small Company 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 twenty-four with a total number of output elements of thirty-seven. The Beta measures systematic risk based on how returns on Small Pany Fund correlated with the market. If Beta is less than 0 Small Company generally moves in the opposite direction as compared to the market. If Small Company Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Small Pany Fund is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Small Company is generally in the same direction as the market. If Beta > 1 Small Company moves generally in the same direction as, but more than the movement of the benchmark.
Small Company November 27, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Small Company help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Small Pany Fund. We use our internally-developed statistical techniques to arrive at the intrinsic value of Small Pany Fund based on widely used predictive technical indicators. In general, we focus on analyzing Small Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Small Company's daily price indicators and compare them against related drivers.
| Downside Deviation | 1.0 | |||
| Information Ratio | (0.03) | |||
| Maximum Drawdown | 7.62 | |||
| Value At Risk | (1.66) | |||
| Potential Upside | 1.94 |
Other Information on Investing in Small Mutual Fund
Small Company financial ratios help investors to determine whether Small 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 Small with respect to the benefits of owning Small Company security.
| Odds Of Bankruptcy Get analysis of equity chance of financial distress in the next 2 years | |
| Equity Valuation Check real value of public entities based on technical and fundamental data |