Value Fund Financials
| TWADX Fund | USD 8.87 0.02 0.22% |
Value |
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.
Value Fund Fund Summary
Value Fund competes with Dodge Cox, American Mutual, American Funds, American Funds, and American Mutual. In selecting stocks for the fund, the portfolio managers look for companies of all sizes whose stock price may not reflect the companys value. The managers attempt to purchase the stocks of these undervalued companies and hold each stock until the price has increased to, or is higher than, a level the managers believe more accurately reflects the fair value of the company. The fund may invest a portion of its assets in foreign securities when these securities meet the portfolio managers standards of selection.Specialization | Large Value, Large Value |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US0250768035 |
| Business Address | American Century Capital |
| Mutual Fund Family | American Century Investments |
| Mutual Fund Category | Large Value |
| Benchmark | Dow Jones Industrial |
| Phone | 800 345 2021 |
| Currency | USD - US Dollar |
Value Fund Key Financial Ratios
Value Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Value Fund's current stock value. Our valuation model uses many indicators to compare Value Fund value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Value Fund competition to find correlations between indicators driving Value Fund's intrinsic value. More Info.Value Fund A is rated third largest fund in price to earning among similar funds. It is rated below average 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 Value Fund A is roughly 9.92 . 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 Value Fund's earnings, one of the primary drivers of an investment's value.Value Fund A Systematic Risk
Value Fund's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Value Fund 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 four with a total number of output elements of fifty-seven. The Beta measures systematic risk based on how returns on Value Fund A correlated with the market. If Beta is less than 0 Value Fund generally moves in the opposite direction as compared to the market. If Value Fund Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Value Fund A is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Value Fund is generally in the same direction as the market. If Beta > 1 Value Fund moves generally in the same direction as, but more than the movement of the benchmark.
Value Fund November 27, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Value Fund help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Value Fund A. We use our internally-developed statistical techniques to arrive at the intrinsic value of Value Fund A based on widely used predictive technical indicators. In general, we focus on analyzing Value Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Value Fund's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.496 | |||
| Information Ratio | (0.1) | |||
| Maximum Drawdown | 2.91 | |||
| Value At Risk | (0.70) | |||
| Potential Upside | 0.9401 |
Other Information on Investing in Value Mutual Fund
Value Fund financial ratios help investors to determine whether Value 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 Value with respect to the benefits of owning Value Fund security.
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