Guidemark Smallmid Financials
| GMSMX Fund | USD 20.05 0.09 0.45% |
Guidemark |
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.
Guidemark Smallmid Fund Summary
Guidemark Smallmid competes with Blackrock All-cap, Invesco Energy, Thrivent Natural, Goehring Rozencwajg, and Salient Mlp. Under normal circumstances, the fund invests at least 80 percent of its assets in the securities of small-to-medium capitalization companies. The sub-advisor considers small-to-medium capitalization companies to be companies, at the time of purchase, whose market capitalizations are within the range of the market capitalizations in the Russell 2500TM Index.Specialization | Small Blend, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Assetmark Funds |
| Mutual Fund Family | GuideMark |
| Mutual Fund Category | Small Blend |
| Benchmark | Dow Jones Industrial |
| Phone | 888 278 5809 |
| Currency | USD - US Dollar |
Guidemark Smallmid Key Financial Ratios
Guidemark Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Guidemark Smallmid's current stock value. Our valuation model uses many indicators to compare Guidemark Smallmid value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Guidemark Smallmid competition to find correlations between indicators driving Guidemark Smallmid's intrinsic value. More Info.Guidemark Smallmid Cap 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 1.32 of Price To Book per Price To Earning. 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 Guidemark Smallmid's earnings, one of the primary drivers of an investment's value.Guidemark Smallmid Cap Systematic Risk
Guidemark Smallmid's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Guidemark Smallmid 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 function did not generate any output. Please change time horizon or modify your input parameters. The output start index for this execution was one with a total number of output elements of sixty. The Beta measures systematic risk based on how returns on Guidemark Smallmid Cap correlated with the market. If Beta is less than 0 Guidemark Smallmid generally moves in the opposite direction as compared to the market. If Guidemark Smallmid Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Guidemark Smallmid Cap is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Guidemark Smallmid is generally in the same direction as the market. If Beta > 1 Guidemark Smallmid moves generally in the same direction as, but more than the movement of the benchmark.
Guidemark Smallmid Thematic Clasifications
Guidemark Smallmid Cap is part of Small Growth Funds investing theme. If you are a theme-oriented, socially responsible, and at the same time, a result-driven investor, you can align your investing habits with your values without jeopardizing your expectations about returns. You can easily create an optimal portfolio of stocks, ETFs, funds, or cryptocurrencies based on a specific theme of your liking. Funds with small to mid capitalization growth equities. Funds or Etfs that invest in stocks of small to mid-sized companies with above-average risk and growth rate that usually reinvest their earnings back into business
This theme covers Funds with small to mid capitalization growth equities. Funds or Etfs that invest in stocks of small to mid-sized companies with above-average risk and growth rate that usually reinvest their earnings back into business. Get More Thematic Ideas
Guidemark Smallmid Cap is one of the top funds in net asset among similar funds. Total Asset Under Management (AUM) of Small Blend category is currently estimated at about 2.41 Billion. Guidemark Smallmid holds roughly 63.7 Million in net asset claiming about 2.64% of funds listed under Small Blend category.| Small Growth Funds | View |
Guidemark Smallmid January 18, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Guidemark Smallmid help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Guidemark Smallmid Cap. We use our internally-developed statistical techniques to arrive at the intrinsic value of Guidemark Smallmid Cap based on widely used predictive technical indicators. In general, we focus on analyzing Guidemark Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Guidemark Smallmid's daily price indicators and compare them against related drivers.
| Information Ratio | (0.06) | |||
| Maximum Drawdown | 14.12 | |||
| Value At Risk | (1.45) | |||
| Potential Upside | 1.78 |
Other Information on Investing in Guidemark Mutual Fund
Guidemark Smallmid financial ratios help investors to determine whether Guidemark 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 Guidemark with respect to the benefits of owning Guidemark Smallmid security.
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