Hw Opportunities Financials
| HOMPX Fund | USD 14.62 0.03 0.21% |
HOMPX |
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.
Hw Opportunities Fund Summary
Hw Opportunities competes with Tax-managed. The fund normally invests in equity securities, such as common stocks and preferred stocks of any size market capitalization, and investment grade and high yield fixed income securities. It also intends to invest a significant portion of its assets in companies in the financial sector. The fund may invest in foreign securities. The fund is non-diversified.Specialization | Mid-Cap Value, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Series Portfolios Trust |
| Mutual Fund Family | Hotchkis & Wiley |
| Mutual Fund Category | Mid-Cap Value |
| Benchmark | Dow Jones Industrial |
| Phone | 800 362 8889 |
| Currency | USD - US Dollar |
HOMPX Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Hw Opportunities's current stock value. Our valuation model uses many indicators to compare Hw Opportunities value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Hw Opportunities competition to find correlations between indicators driving Hw Opportunities's intrinsic value. More Info.Hw Opportunities Mp is one of the top funds in annual yield among similar funds. It also is one of the top funds in net asset among similar funds making up about 3,021,444,972 of Net Asset 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 Hw Opportunities' earnings, one of the primary drivers of an investment's value.Hw Opportunities Systematic Risk
Hw Opportunities' systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Hw Opportunities 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 twenty-four with a total number of output elements of thirty-seven. The Beta measures systematic risk based on how returns on Hw Opportunities correlated with the market. If Beta is less than 0 Hw Opportunities generally moves in the opposite direction as compared to the market. If Hw Opportunities Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Hw Opportunities is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Hw Opportunities is generally in the same direction as the market. If Beta > 1 Hw Opportunities moves generally in the same direction as, but more than the movement of the benchmark.
Hw Opportunities January 31, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Hw Opportunities help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Hw Opportunities Mp. We use our internally-developed statistical techniques to arrive at the intrinsic value of Hw Opportunities Mp based on widely used predictive technical indicators. In general, we focus on analyzing HOMPX Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Hw Opportunities's daily price indicators and compare them against related drivers.
| Information Ratio | (0.14) | |||
| Maximum Drawdown | 9.08 | |||
| Value At Risk | (1.38) | |||
| Potential Upside | 1.26 |
Other Information on Investing in HOMPX Mutual Fund
Hw Opportunities financial ratios help investors to determine whether HOMPX 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 HOMPX with respect to the benefits of owning Hw Opportunities security.
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