Fpa Crescent Financials
| FPACX Fund | USD 42.91 0.10 0.23% |
Fpa |
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.
Fpa Crescent Fund Summary
Fpa Crescent competes with Permanent Portfolio, Amg Yacktman, Berwyn Income, First Eagle, and The Fairholme. To pursue the funds investment objective, the funds portfolio managers invest in both equity and debt securities of companies. The funds portfolio managers believe that this combination of securities broadens the universe of opportunities for the fund, offers additional diversification and helps to lower volatility. The portfolio managers invest primarily in equity securities and the balance of the funds portfolio in debt securities, cash and cash equivalents.Specialization | Allocation--70% to 85% Equity, Large Value |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US30254T7596 |
| Business Address | FPA Funds Trust |
| Mutual Fund Family | FPA |
| Mutual Fund Category | Allocation--70% to 85% Equity |
| Benchmark | Dow Jones Industrial |
| Phone | 800 982 4372 |
| Currency | USD - US Dollar |
Fpa Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Fpa Crescent's current stock value. Our valuation model uses many indicators to compare Fpa Crescent value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Fpa Crescent competition to find correlations between indicators driving Fpa Crescent's intrinsic value. More Info.Fpa Crescent 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 0.09 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Fpa Crescent Fund is roughly 10.61 . 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 Fpa Crescent's earnings, one of the primary drivers of an investment's value.Fpa Crescent Systematic Risk
Fpa Crescent's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Fpa Crescent 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 Fpa Crescent correlated with the market. If Beta is less than 0 Fpa Crescent generally moves in the opposite direction as compared to the market. If Fpa Crescent Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Fpa Crescent is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Fpa Crescent is generally in the same direction as the market. If Beta > 1 Fpa Crescent moves generally in the same direction as, but more than the movement of the benchmark.
Fpa Crescent November 24, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Fpa Crescent help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Fpa Crescent Fund. We use our internally-developed statistical techniques to arrive at the intrinsic value of Fpa Crescent Fund based on widely used predictive technical indicators. In general, we focus on analyzing Fpa Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Fpa Crescent's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.5551 | |||
| Information Ratio | (0.13) | |||
| Maximum Drawdown | 2.38 | |||
| Value At Risk | (0.73) | |||
| Potential Upside | 0.9937 |
Other Information on Investing in Fpa Mutual Fund
Fpa Crescent financial ratios help investors to determine whether Fpa 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 Fpa with respect to the benefits of owning Fpa Crescent security.
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