Queens Road Financials
| QRSVX Fund | USD 43.64 0.64 1.49% |
QUEENS |
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.
Queens Road Fund Summary
Queens Road competes with Massmutual Select, Ab Small, Touchstone Small, Artisan Small, and Tax-managed. The fund seeks to achieve its investment objective by investing primarily in the equity securities of small capitalization U.S. companies. Under normal circumstances, it will invest at least 80 percent of its assets in equity securities of companies with small market capitalization.Specialization | Small Value, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US1048262018 |
| Business Address | Bragg Capital Trust |
| Mutual Fund Family | FPA |
| Mutual Fund Category | Small Value |
| Benchmark | Dow Jones Industrial |
| Phone | 800 638 3060 |
| Currency | USD - US Dollar |
Queens Road Key Financial Ratios
QUEENS Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Queens Road's current stock value. Our valuation model uses many indicators to compare Queens Road value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Queens Road competition to find correlations between indicators driving Queens Road's intrinsic value. More Info.Queens Road Small is rated top fund in price to earning among similar funds. It is rated fifth largest fund in price to book among similar funds fabricating about 0.10 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Queens Road Small is roughly 9.80 . 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 Queens Road's earnings, one of the primary drivers of an investment's value.Queens Road Small Systematic Risk
Queens Road's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Queens Road 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 Queens Road Small correlated with the market. If Beta is less than 0 Queens Road generally moves in the opposite direction as compared to the market. If Queens Road Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Queens Road Small is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Queens Road is generally in the same direction as the market. If Beta > 1 Queens Road moves generally in the same direction as, but more than the movement of the benchmark.
Queens Road Thematic Clasifications
Queens Road Small is part of Small 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 small to mid capitalization value equities. Funds or Etfs that invest in the undervalued stocks of small to mid-sized companies
This theme covers Funds with small to mid capitalization value equities. Funds or Etfs that invest in the undervalued stocks of small to mid-sized companies. Get More Thematic Ideas
Queens Road Small is rated top fund in net asset among similar funds. Total Asset Under Management (AUM) of Small Value category is currently estimated at about 103.58 Billion. Queens Road adds roughly 494.64 Million in net asset claiming only tiny portion of funds listed under Small Value category.| Small Value Funds | View |
Queens Road November 26, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Queens Road help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Queens Road Small. We use our internally-developed statistical techniques to arrive at the intrinsic value of Queens Road Small based on widely used predictive technical indicators. In general, we focus on analyzing QUEENS Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Queens Road's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.8787 | |||
| Information Ratio | 0.0218 | |||
| Maximum Drawdown | 6.35 | |||
| Value At Risk | (1.28) | |||
| Potential Upside | 1.94 |
Other Information on Investing in QUEENS Mutual Fund
Queens Road financial ratios help investors to determine whether QUEENS 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 QUEENS with respect to the benefits of owning Queens Road security.
| Theme Ratings Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
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