Sarofim Equity Financials
| SRFMX Fund | USD 14.54 0.07 0.48% |
Sarofim |
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.
Sarofim Equity Fund Summary
Sarofim Equity competes with Tiaa Cref, Putnman Retirement, Voya Target, and Franklin Lifesmart. Under normal circumstances, the fund invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in equity securities. It invests primarily in the common stock of U.S. and foreign based companies listed on U.S. exchanges, but the fund may also invest up to 25 percent of its net assets in foreign-based companies listed on foreign exchanges, either directly or through American Depositary Receipts . It focuses on companies with market capitalizations exceeding 5 billion at the time of purchase.Specialization | Large Blend, Large Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US0075W04609 |
| Business Address | Sarofim Equity |
| Mutual Fund Family | Sarofim |
| Mutual Fund Category | Large Blend |
| Benchmark | Dow Jones Industrial |
| Phone | 855 727 6346 |
| Currency | USD - US Dollar |
Sarofim Equity Key Financial Ratios
Sarofim Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Sarofim Equity's current stock value. Our valuation model uses many indicators to compare Sarofim Equity value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Sarofim Equity competition to find correlations between indicators driving Sarofim Equity's intrinsic value. More Info.Sarofim Equity 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 0.16 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Sarofim Equity is roughly 6.42 . 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 Sarofim Equity's earnings, one of the primary drivers of an investment's value.Sarofim Equity Systematic Risk
Sarofim Equity's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Sarofim Equity 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 Sarofim Equity correlated with the market. If Beta is less than 0 Sarofim Equity generally moves in the opposite direction as compared to the market. If Sarofim Equity Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Sarofim Equity is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Sarofim Equity is generally in the same direction as the market. If Beta > 1 Sarofim Equity moves generally in the same direction as, but more than the movement of the benchmark.
Sarofim Equity February 1, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Sarofim Equity help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Sarofim Equity. We use our internally-developed statistical techniques to arrive at the intrinsic value of Sarofim Equity based on widely used predictive technical indicators. In general, we focus on analyzing Sarofim Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Sarofim Equity's daily price indicators and compare them against related drivers.
| Information Ratio | (0.14) | |||
| Maximum Drawdown | 16.32 | |||
| Value At Risk | (1.70) | |||
| Potential Upside | 1.12 |
Other Information on Investing in Sarofim Mutual Fund
Sarofim Equity financial ratios help investors to determine whether Sarofim 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 Sarofim with respect to the benefits of owning Sarofim Equity security.
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk | |
| Price Ceiling Movement Calculate and plot Price Ceiling Movement for different equity instruments |