Fisher Investments Financials
| IUSCX Fund | USD 13.30 0.23 1.76% |
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 Fisher Large, Tactical Multi-purpose, Nasdaq 100, Small Cap, and Vanguard 500. The fund seeks to achieve its objective by investing primarily in a portfolio of equity securities of small 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. small cap companies. The funds investment adviser, Fisher Asset Management, LLC considers small cap companies to be companies that, at the time of investment, have market capitalizations within the range of market capitalizations of the companies appearing in the benchmark.Specialization | Small Growth, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Unified Series Trust |
| Mutual Fund Family | Fisher Investments |
| Mutual Fund Category | Small Growth |
| Benchmark | Dow Jones Industrial |
| Phone | 800 851 8845 |
| Currency | USD - US Dollar |
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 Small Cap is rated second overall fund in annual yield among similar funds. It is rated fourth overall fund in net asset among similar funds making up about 188,049,091 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 Small 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
Fisher Small Cap is rated fourth overall fund in net asset among similar funds. Total Asset Under Management (AUM) of Small Growth category is currently estimated at about 1.02 Trillion. Fisher Investments adds roughly 206,854 in net asset claiming only tiny portion of funds listed under Small Growth category.| Small Growth Funds | View |
Fisher Investments November 26, 2024 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 Small Cap. We use our internally-developed statistical techniques to arrive at the intrinsic value of Fisher Small 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 | 1.17 | |||
| Information Ratio | 0.0131 | |||
| Maximum Drawdown | 8.0 | |||
| Value At Risk | (1.69) | |||
| Potential Upside | 2.29 |
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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