Fpa Flexible Financials
| FPFIX Fund | USD 10.18 0.01 0.1% |
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 Flexible Fund Summary
Fpa Flexible competes with John Hancock, Fidelity Advisor, and 1919 Financial. Under normal circumstances, the fund invests at least 80 percent of the value of its assets in a diversified portfolio of debt instruments. The fund may invest up to 75 percent of its total assets in securities rated less than A by a nationally recognized statistical rating organization .Specialization | Nontraditional Bond, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | FPA Funds Trust |
| Mutual Fund Family | FPA |
| Mutual Fund Category | Nontraditional Bond |
| Benchmark | Dow Jones Industrial |
| Phone | 800 638 3060 |
| Currency | USD - US Dollar |
Fpa Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Fpa Flexible's current stock value. Our valuation model uses many indicators to compare Fpa Flexible value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Fpa Flexible competition to find correlations between indicators driving Fpa Flexible's intrinsic value. More Info.Fpa Flexible Fixed is one of the top funds in annual yield among similar funds. It also is one of the top funds in year to date return among similar funds creating about 4,436 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 Fpa Flexible's earnings, one of the primary drivers of an investment's value.Fpa Flexible Fixed Systematic Risk
Fpa Flexible's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Fpa Flexible 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.
Incorrect Input. Please change your parameters or increase the time horizon required for running this function. The output start index for this execution was zero with a total number of output elements of zero. The Beta measures systematic risk based on how returns on Fpa Flexible Fixed correlated with the market. If Beta is less than 0 Fpa Flexible generally moves in the opposite direction as compared to the market. If Fpa Flexible Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Fpa Flexible Fixed is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Fpa Flexible is generally in the same direction as the market. If Beta > 1 Fpa Flexible moves generally in the same direction as, but more than the movement of the benchmark.
Fpa Flexible November 29, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Fpa Flexible help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Fpa Flexible Fixed. We use our internally-developed statistical techniques to arrive at the intrinsic value of Fpa Flexible Fixed 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 Flexible's daily price indicators and compare them against related drivers.
| Information Ratio | (0.71) | |||
| Maximum Drawdown | 0.9838 | |||
| Value At Risk | (0.30) | |||
| Potential Upside | 0.2944 |
Other Information on Investing in Fpa Mutual Fund
Fpa Flexible 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 Flexible security.
| Equity Search Search for actively traded equities including funds and ETFs from over 30 global markets | |
| Instant Ratings Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance |