Great-west Financials
| MXERX Fund | USD 7.52 0.07 0.92% |
Great-west |
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.
Great-west Fund Summary
Great-west competes with Calamos Dynamic, Touchstone Premium, Dreyfus/standish, Limited Term, and Multisector Bond. The fund normally invests at least 80 percent of its net assets in common stocks of the companies included in the benchmark index. The fund uses the replication method of indexing, meaning the fund seeks to own the securities contained in the benchmark index in as close as possible a proportion of the fund as each stocks weight in the benchmark index.Specialization | Small Blend, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US39137E4917 |
| Business Address | Empower Funds, |
| Mutual Fund Family | Great-West Funds |
| Mutual Fund Category | Small Blend |
| Benchmark | Dow Jones Industrial |
| Phone | 866 831 7129 |
| Currency | USD - US Dollar |
Great-west Key Financial Ratios
Great-west Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Great-west's current stock value. Our valuation model uses many indicators to compare Great-west value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Great-west competition to find correlations between indicators driving Great-west's intrinsic value. More Info.Great West Sp Small is number one fund in annual yield among similar funds. It also is number one fund in year to date return among similar funds creating about 1,476 of Year To Date Return 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 Great-west's earnings, one of the primary drivers of an investment's value.Great West Sp Systematic Risk
Great-west's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Great-west 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 thirty-six with a total number of output elements of twenty-five. The Beta measures systematic risk based on how returns on Great West Sp correlated with the market. If Beta is less than 0 Great-west generally moves in the opposite direction as compared to the market. If Great-west Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Great West Sp is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Great-west is generally in the same direction as the market. If Beta > 1 Great-west moves generally in the same direction as, but more than the movement of the benchmark.
Great-west December 2, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Great-west help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Great West Sp Small. We use our internally-developed statistical techniques to arrive at the intrinsic value of Great West Sp Small based on widely used predictive technical indicators. In general, we focus on analyzing Great-west Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Great-west's daily price indicators and compare them against related drivers.
| Downside Deviation | 1.13 | |||
| Information Ratio | 0.0094 | |||
| Maximum Drawdown | 7.75 | |||
| Value At Risk | (1.60) | |||
| Potential Upside | 2.04 |
Other Information on Investing in Great-west Mutual Fund
Great-west financial ratios help investors to determine whether Great-west 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 Great-west with respect to the benefits of owning Great-west security.
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