Modern Capital Financials
| MCTDX Fund | USD 10.86 0.02 0.18% |
Modern |
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.
Modern Capital Fund Summary
Modern Capital competes with ABIVAX Socit, SCOR PK, HUMANA, Small Cap, and Morningstar Unconstrained. The adviser seeks to achieve the investment objective of the fund by tactically investing long primarily in publicly traded closed-end funds, domestic or foreign common stocks, exchange-traded funds , sponsored American Depositary Receipts , and debt instruments. It seeks income from interest payments and dividends and seeks capital gains through short-term trading strategies. The fund invests without restriction as to issuer capitalization, currency or country. It is non-diversified.Specialization | Allocation--50% to 70% Equity, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Modern Capital Funds |
| Mutual Fund Family | Modern Capital |
| Mutual Fund Category | Allocation--50% to 70% Equity |
| Benchmark | Dow Jones Industrial |
| Phone | 800 773 3863 |
| Currency | USD - US Dollar |
Modern Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Modern Capital's current stock value. Our valuation model uses many indicators to compare Modern Capital value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Modern Capital competition to find correlations between indicators driving Modern Capital's intrinsic value. More Info.Modern Capital Tactical is number one fund in annual yield among similar funds. It also is number one fund in net asset among similar funds making up about 355,229,874 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 Modern Capital's earnings, one of the primary drivers of an investment's value.Modern Capital Tactical Systematic Risk
Modern Capital's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Modern Capital 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 with a total number of output elements of fourty-one. The Beta measures systematic risk based on how returns on Modern Capital Tactical correlated with the market. If Beta is less than 0 Modern Capital generally moves in the opposite direction as compared to the market. If Modern Capital Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Modern Capital Tactical is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Modern Capital is generally in the same direction as the market. If Beta > 1 Modern Capital moves generally in the same direction as, but more than the movement of the benchmark.
Modern Capital November 22, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Modern Capital help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Modern Capital Tactical. We use our internally-developed statistical techniques to arrive at the intrinsic value of Modern Capital Tactical based on widely used predictive technical indicators. In general, we focus on analyzing Modern Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Modern Capital's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.3657 | |||
| Information Ratio | (0.07) | |||
| Maximum Drawdown | 1.62 | |||
| Value At Risk | (0.55) | |||
| Potential Upside | 0.6757 |
Other Information on Investing in Modern Mutual Fund
Modern Capital financial ratios help investors to determine whether Modern 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 Modern with respect to the benefits of owning Modern Capital security.
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
| Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk | |
| Share Portfolio Track or share privately all of your investments from the convenience of any device |