First Trust Financials
| FPERX Fund | USD 19.75 0.03 0.15% |
First |
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.
First Trust Fund Summary
First Trust competes with Volumetric Fund, Ab Value, Abr 75/25, and Aam Select. The fund seeks to achieve its investment objective by investing, under normal market conditions, at least 80 percent of its net assets in preferred securities and other securities with similar economic characteristics.Specialization | Preferred Stock, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | First Trust Series |
| Mutual Fund Family | First Trust |
| Mutual Fund Category | Preferred Stock |
| Benchmark | Dow Jones Industrial |
| Phone | 800 621 1675 |
| Currency | USD - US Dollar |
First Trust Key Financial Ratios
First Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining First Trust's current stock value. Our valuation model uses many indicators to compare First Trust value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across First Trust competition to find correlations between indicators driving First Trust's intrinsic value. More Info.First Trust Preferred is rated # 2 fund in annual yield among similar funds. It is one of the top funds in year to date return among similar funds creating about 2,386 of Year To Date Return per Annual Yield. 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 First Trust's earnings, one of the primary drivers of an investment's value.First Trust Preferred Systematic Risk
First Trust's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. First Trust 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 ten with a total number of output elements of fifty-one. The Beta measures systematic risk based on how returns on First Trust Preferred correlated with the market. If Beta is less than 0 First Trust generally moves in the opposite direction as compared to the market. If First Trust Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one First Trust Preferred is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of First Trust is generally in the same direction as the market. If Beta > 1 First Trust moves generally in the same direction as, but more than the movement of the benchmark.
First Trust November 29, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of First Trust help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of First Trust Preferred. We use our internally-developed statistical techniques to arrive at the intrinsic value of First Trust Preferred based on widely used predictive technical indicators. In general, we focus on analyzing First Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build First Trust's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.1303 | |||
| Information Ratio | (0.72) | |||
| Maximum Drawdown | 0.6585 | |||
| Value At Risk | (0.20) | |||
| Potential Upside | 0.3537 |
Other Information on Investing in First Mutual Fund
First Trust financial ratios help investors to determine whether First 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 First with respect to the benefits of owning First Trust security.
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