Kellner Merger Financials
| GAKAX Fund | USD 10.54 0.00 0.00% |
Kellner |
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.
Kellner Merger Fund Summary
Kellner Merger competes with Massmutual Premier, Massmutual Select, Calvert Conservative, Blackrock Conservative, and Evaluator Conservative. Under normal market conditions, the fund will invest primarily in equity securities and related derivatives of U.S. and foreign companies that are involved in publicly announced mergers, takeovers, tender offers, leveraged buyouts, spin-offs, liquidations and other corporate reorganizations. The fund may have significant exposure to one or more economic sectors of the market. The fund may invest without limitation in securities of foreign companies. The fund is non-diversified.Specialization | Event Driven, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Investment Managers Series |
| Mutual Fund Family | Kellner |
| Mutual Fund Category | Event Driven |
| Benchmark | Dow Jones Industrial |
| Phone | 833 297 2587 |
| Currency | USD - US Dollar |
Kellner Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Kellner Merger's current stock value. Our valuation model uses many indicators to compare Kellner Merger value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Kellner Merger competition to find correlations between indicators driving Kellner Merger's intrinsic value. More Info.Kellner Merger 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 Kellner Merger Fund is roughly 10.00 . 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 Kellner Merger's earnings, one of the primary drivers of an investment's value.Kellner Merger Systematic Risk
Kellner Merger's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Kellner Merger 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 thirty-six with a total number of output elements of twenty-five. The Beta measures systematic risk based on how returns on Kellner Merger correlated with the market. If Beta is less than 0 Kellner Merger generally moves in the opposite direction as compared to the market. If Kellner Merger Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Kellner Merger is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Kellner Merger is generally in the same direction as the market. If Beta > 1 Kellner Merger moves generally in the same direction as, but more than the movement of the benchmark.
Kellner Merger December 2, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Kellner Merger help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Kellner Merger Fund. We use our internally-developed statistical techniques to arrive at the intrinsic value of Kellner Merger Fund based on widely used predictive technical indicators. In general, we focus on analyzing Kellner Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Kellner Merger's daily price indicators and compare them against related drivers.
| Information Ratio | (0.45) | |||
| Maximum Drawdown | 3.07 | |||
| Value At Risk | (0.28) | |||
| Potential Upside | 0.3738 |
Other Information on Investing in Kellner Mutual Fund
Kellner Merger financial ratios help investors to determine whether Kellner 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 Kellner with respect to the benefits of owning Kellner Merger security.
| Latest Portfolios Quick portfolio dashboard that showcases your latest portfolios | |
| Portfolio Holdings Check your current holdings and cash postion to detemine if your portfolio needs rebalancing | |
| Fundamental Analysis View fundamental data based on most recent published financial statements | |
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets |