Fisher Investments Financials
| ILESX Fund | USD 18.20 0.21 1.17% |
Fisher |
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.
Fisher Investments Fund Summary
Fisher Investments competes with Growth Allocation, L Abbett, T Rowe, Mid Cap, and Needham Aggressive. The fund seeks to achieve its objective by investing primarily in a portfolio of equity securities of large cap issuers located in the United States. Under normal circumstances, it invests at least 80 percent of its assets in common stocks of U.S. large cap companies that meet its environmental, social and governance guidelines at the time of investment.Specialization | Large Growth, Large Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Unified Series Trust |
| Mutual Fund Family | Fisher Investments |
| Mutual Fund Category | Large Growth |
| Benchmark | Dow Jones Industrial |
| Phone | 800 851 8845 |
| Currency | USD - US Dollar |
Fisher Investments Key Financial Ratios
Fisher Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Fisher Investments's current stock value. Our valuation model uses many indicators to compare Fisher Investments value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Fisher Investments competition to find correlations between indicators driving Fisher Investments's intrinsic value. More Info.Fisher Large Cap is currently considered the top fund in annual yield among similar funds. It is rated below average in net asset among similar funds making up about 31,421,039 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 Fisher Investments' earnings, one of the primary drivers of an investment's value.Fisher Investments Systematic Risk
Fisher Investments' systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Fisher Investments 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 Fisher Investments correlated with the market. If Beta is less than 0 Fisher Investments generally moves in the opposite direction as compared to the market. If Fisher Investments Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Fisher Investments is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Fisher Investments is generally in the same direction as the market. If Beta > 1 Fisher Investments moves generally in the same direction as, but more than the movement of the benchmark.
Fisher Investments Thematic Clasifications
Fisher Large Cap is part of Large Value 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 large capitalization value equities. Funds or Etfs that invest in the undervalued stocks of large-sized companies
This theme covers Funds with large capitalization value equities. Funds or Etfs that invest in the undervalued stocks of large-sized companies. Get More Thematic Ideas
Fisher Large Cap is rated below average in net asset among similar funds. Total Asset Under Management (AUM) of Large Growth category is currently estimated at about 62.18 Billion. Fisher Investments adds roughly 241,942 in net asset claiming only tiny portion of funds under Large Growth category.| Large Value Funds | View |
Fisher Investments January 18, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Fisher Investments help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Fisher Large Cap. We use our internally-developed statistical techniques to arrive at the intrinsic value of Fisher Large Cap based on widely used predictive technical indicators. In general, we focus on analyzing Fisher Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Fisher Investments's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.9672 | |||
| Information Ratio | (0.02) | |||
| Maximum Drawdown | 6.28 | |||
| Value At Risk | (1.39) | |||
| Potential Upside | 1.24 |
Other Information on Investing in Fisher Mutual Fund
Fisher Investments financial ratios help investors to determine whether Fisher 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 Fisher with respect to the benefits of owning Fisher Investments security.
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