1919 Financial Financials
| SBFAX Fund | USD 34.04 0.44 1.31% |
1919 |
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.
1919 Financial Fund Summary
1919 Financial competes with Ultra-short Term, Ab Select, The Hartford, Artisan Select, and Ms Global. The fund normally invests at least 80 percent of its net assets in equity securities of issuers in the financial services industry that the Adviser believes are undervalued and thus may offer above-average potential for capital appreciation. It may invest its assets in securities of foreign financial services companies. The fund may invest in fixed income securities, including high yield securities or junk bonds. It may invest in shares of open-end funds or ETFs.Specialization | Financial, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US89832P8793 |
| Business Address | Trust for Advised |
| Mutual Fund Family | 1919 Funds |
| Mutual Fund Category | Financial |
| Benchmark | Dow Jones Industrial |
| Phone | 844 828 1919 |
| Currency | USD - US Dollar |
1919 Financial Key Financial Ratios
1919 Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining 1919 Financial's current stock value. Our valuation model uses many indicators to compare 1919 Financial value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across 1919 Financial competition to find correlations between indicators driving 1919 Financial's intrinsic value. More Info.1919 Financial Services is rated top fund in price to earning among similar funds. It also is rated top 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 1919 Financial Services is roughly 10.43 . 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 1919 Financial's earnings, one of the primary drivers of an investment's value.1919 Financial Services Systematic Risk
1919 Financial's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. 1919 Financial 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 twelve with a total number of output elements of fourty-nine. The Beta measures systematic risk based on how returns on 1919 Financial Services correlated with the market. If Beta is less than 0 1919 Financial generally moves in the opposite direction as compared to the market. If 1919 Financial Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one 1919 Financial Services is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of 1919 Financial is generally in the same direction as the market. If Beta > 1 1919 Financial moves generally in the same direction as, but more than the movement of the benchmark.
1919 Financial Thematic Clasifications
1919 Financial Services is part of Money 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 investing in financial sector. Funds or Etfs that invest most if their asset in companies from financial sector such as commercial banks, insurance companies, investment funds, and real estate
This theme covers Funds investing in financial sector. Funds or Etfs that invest most if their asset in companies from financial sector such as commercial banks, insurance companies, investment funds, and real estate. Get More Thematic Ideas
1919 Financial Services is rated top fund in net asset among similar funds. Total Asset Under Management (AUM) of Financial category is currently estimated at about 6.15 Billion. 1919 Financial holds roughly 127.89 Million in net asset claiming about 2.08% of all funds under Financial category.| Money Funds | View |
1919 Financial November 26, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of 1919 Financial help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of 1919 Financial Services. We use our internally-developed statistical techniques to arrive at the intrinsic value of 1919 Financial Services based on widely used predictive technical indicators. In general, we focus on analyzing 1919 Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build 1919 Financial's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.8282 | |||
| Information Ratio | 0.1043 | |||
| Maximum Drawdown | 8.6 | |||
| Value At Risk | (1.44) | |||
| Potential Upside | 1.73 |
Other Information on Investing in 1919 Mutual Fund
1919 Financial financial ratios help investors to determine whether 1919 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 1919 with respect to the benefits of owning 1919 Financial security.
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