Geneva Smid Financials
| GCSVX Fund | USD 11.26 0.04 0.35% |
Geneva |
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.
Geneva Smid Fund Summary
Geneva Smid competes with T Rowe, T Rowe, T Rowe, T Rowe, and T Rowe. The fund invests, under normal market conditions, in common stocks of publicly traded companies that the adviser believes demonstrate, at the time of a stocks purchase, strong growth characteristics such as a leadership position in the relevant industry, a sustainable advantage, strong earnings growth potential and experienced management. Under normal circumstances, the fund invests at least 80 percent of its net assets in small- and mid-cap companies.Specialization | Mid-Cap Growth, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Series Portfolios Trust |
| Mutual Fund Family | Geneva |
| Mutual Fund Category | Mid-Cap Growth |
| Benchmark | Dow Jones Industrial |
| Phone | 855 213 2973 |
| Currency | USD - US Dollar |
Geneva Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Geneva Smid's current stock value. Our valuation model uses many indicators to compare Geneva Smid value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Geneva Smid competition to find correlations between indicators driving Geneva Smid's intrinsic value. More Info.Geneva Smid Cap is rated below average in net asset among similar funds. It is one of the top funds in minimum initial investment among similar funds . The ratio of Net Asset to Minimum Initial Investment for Geneva Smid Cap is about 299.80 . 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 Geneva Smid's earnings, one of the primary drivers of an investment's value.Geneva Smid Cap Systematic Risk
Geneva Smid's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Geneva Smid 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 Geneva Smid Cap correlated with the market. If Beta is less than 0 Geneva Smid generally moves in the opposite direction as compared to the market. If Geneva Smid Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Geneva Smid Cap is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Geneva Smid is generally in the same direction as the market. If Beta > 1 Geneva Smid moves generally in the same direction as, but more than the movement of the benchmark.
Geneva Smid November 29, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Geneva Smid help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Geneva Smid Cap. We use our internally-developed statistical techniques to arrive at the intrinsic value of Geneva Smid Cap based on widely used predictive technical indicators. In general, we focus on analyzing Geneva Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Geneva Smid's daily price indicators and compare them against related drivers.
| Downside Deviation | 1.03 | |||
| Information Ratio | 0.0427 | |||
| Maximum Drawdown | 5.15 | |||
| Value At Risk | (1.37) | |||
| Potential Upside | 1.92 |
Other Information on Investing in Geneva Mutual Fund
Geneva Smid financial ratios help investors to determine whether Geneva 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 Geneva with respect to the benefits of owning Geneva Smid security.
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