Moderately Conservative Financials
| SMICX Fund | USD 11.65 0.01 0.09% |
Moderately |
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.
Moderately Conservative Fund Summary
Moderately Conservative competes with T Rowe, Fundamental Large, Tax-managed, Washington Mutual, and Pace Large. The Portfolios main investment strategy is to invest in other Saratoga Advantage Trust mutual funds andor unaffiliated registered investment companies and exchange-traded funds . It will invest in equity, fixed income and alternative instruments through its investments in the underlying funds.Specialization | Allocation--50% to 70% Equity, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Saratoga Advantage Trust |
| Mutual Fund Family | Saratoga |
| Mutual Fund Category | Allocation--50% to 70% Equity |
| Benchmark | Dow Jones Industrial |
| Phone | 800 807 3863 |
| Currency | USD - US Dollar |
Moderately Conservative Key Financial Ratios
Moderately Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Moderately Conservative's current stock value. Our valuation model uses many indicators to compare Moderately Conservative value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Moderately Conservative competition to find correlations between indicators driving Moderately Conservative's intrinsic value. More Info.Moderately Servative Balanced is rated second largest fund in annual yield among similar funds. It also is rated second largest fund in year to date return among similar funds creating about 1,686 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 Moderately Conservative's earnings, one of the primary drivers of an investment's value.Moderately Conservative Systematic Risk
Moderately Conservative's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Moderately Conservative 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-four with a total number of output elements of thirty-seven. The Beta measures systematic risk based on how returns on Moderately Conservative correlated with the market. If Beta is less than 0 Moderately Conservative generally moves in the opposite direction as compared to the market. If Moderately Conservative Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Moderately Conservative is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Moderately Conservative is generally in the same direction as the market. If Beta > 1 Moderately Conservative moves generally in the same direction as, but more than the movement of the benchmark.
Moderately Conservative November 27, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Moderately Conservative help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Moderately Servative Balanced. We use our internally-developed statistical techniques to arrive at the intrinsic value of Moderately Servative Balanced based on widely used predictive technical indicators. In general, we focus on analyzing Moderately Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Moderately Conservative's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.5058 | |||
| Information Ratio | (0.11) | |||
| Maximum Drawdown | 2.11 | |||
| Value At Risk | (0.78) | |||
| Potential Upside | 0.9795 |
Other Information on Investing in Moderately Mutual Fund
Moderately Conservative financial ratios help investors to determine whether Moderately 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 Moderately with respect to the benefits of owning Moderately Conservative security.
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