Trillium Small/mid Financials
| TSMDX Fund | USD 17.15 0.03 0.18% |
Trillium |
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.
Trillium Small/mid Fund Summary
Trillium Small/mid competes with Portfolio, Portfolio, Fidelity Advisor, and Frontier Mfg. Under normal conditions, the fund seeks to achieve its investment objective by investing at least 80 percent of its net assets in equity securities of small and mid-sized companies that meet Trilliums Environmental, Social, and Governance criteria.Specialization | Mid-Cap Blend, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Professionally Managed Portfolios |
| Mutual Fund Family | Trillium Mutual Funds |
| Mutual Fund Category | Mid-Cap Blend |
| Benchmark | Dow Jones Industrial |
| Phone | 866 209 1962 |
| Currency | USD - US Dollar |
Trillium Small/mid Key Financial Ratios
Trillium Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Trillium Small/mid's current stock value. Our valuation model uses many indicators to compare Trillium Small/mid value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Trillium Small/mid competition to find correlations between indicators driving Trillium Small/mid's intrinsic value. More Info.Trillium Smallmid Cap is rated below average in annual yield among similar funds. It also is rated below average in year to date return among similar funds creating about 15,063 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 Trillium Small/mid's earnings, one of the primary drivers of an investment's value.Trillium Smallmid Cap Systematic Risk
Trillium Small/mid's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Trillium Small/mid 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 ten with a total number of output elements of fifty-one. The Beta measures systematic risk based on how returns on Trillium Smallmid Cap correlated with the market. If Beta is less than 0 Trillium Small/mid generally moves in the opposite direction as compared to the market. If Trillium Small/mid Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Trillium Smallmid Cap is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Trillium Small/mid is generally in the same direction as the market. If Beta > 1 Trillium Small/mid moves generally in the same direction as, but more than the movement of the benchmark.
Trillium Small/mid November 30, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Trillium Small/mid help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Trillium Smallmid Cap. We use our internally-developed statistical techniques to arrive at the intrinsic value of Trillium Smallmid Cap based on widely used predictive technical indicators. In general, we focus on analyzing Trillium Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Trillium Small/mid's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.8192 | |||
| Information Ratio | 0.0034 | |||
| Maximum Drawdown | 4.44 | |||
| Value At Risk | (1.19) | |||
| Potential Upside | 1.58 |
Other Information on Investing in Trillium Mutual Fund
Trillium Small/mid financial ratios help investors to determine whether Trillium 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 Trillium with respect to the benefits of owning Trillium Small/mid security.
| Stocks Directory Find actively traded stocks across global markets | |
| Portfolio Suggestion Get suggestions outside of your existing asset allocation including your own model portfolios | |
| Commodity Channel Use Commodity Channel Index to analyze current equity momentum | |
| Stock Tickers Use high-impact, comprehensive, and customizable stock tickers that can be easily integrated to any websites |