Summit Global Financials
| SILVX Fund | USD 22.67 0.04 0.18% |
Summit |
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.
Summit Global Fund Summary
Summit Global competes with Summit Global, Summit Global, Siit Dynamic, and Boston Partners. The fund normally invests at least 80 percent of its net assets in equity securities, primarily common stocks, of companies within the Russell 1000 Index and SP 500 Index. Its investments will generally consist of securities, which may include common stocks, preferred stocks, warrants to acquire common stock, and securities convertible into common stock. The fund purchases equity securities traded in the U.S. on registered exchanges or the over-the-counter market.Specialization | Large Blend, Large Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US74925K5240 |
| Business Address | RBB Fund |
| Mutual Fund Family | Summit Global Investments |
| Mutual Fund Category | Large Blend |
| Benchmark | Dow Jones Industrial |
| Phone | 855 744 8500 |
| Currency | USD - US Dollar |
Summit Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Summit Global's current stock value. Our valuation model uses many indicators to compare Summit Global value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Summit Global competition to find correlations between indicators driving Summit Global's intrinsic value. More Info.Summit Global Investments 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 0.15 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Summit Global Investments is roughly 6.51 . 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 Summit Global's earnings, one of the primary drivers of an investment's value.Summit Global Investments Systematic Risk
Summit Global's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Summit Global 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 Summit Global Investments correlated with the market. If Beta is less than 0 Summit Global generally moves in the opposite direction as compared to the market. If Summit Global Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Summit Global Investments is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Summit Global is generally in the same direction as the market. If Beta > 1 Summit Global moves generally in the same direction as, but more than the movement of the benchmark.
Summit Global December 2, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Summit Global help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Summit Global Investments. We use our internally-developed statistical techniques to arrive at the intrinsic value of Summit Global Investments based on widely used predictive technical indicators. In general, we focus on analyzing Summit Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Summit Global's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.6863 | |||
| Information Ratio | (0.07) | |||
| Maximum Drawdown | 3.36 | |||
| Value At Risk | (1.16) | |||
| Potential Upside | 1.22 |
Other Information on Investing in Summit Mutual Fund
Summit Global financial ratios help investors to determine whether Summit 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 Summit with respect to the benefits of owning Summit Global security.
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