Us Global Financials
| USGLX Fund | USD 75.79 0.46 0.60% |
USGLX |
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.
Us Global Fund Summary
Us Global competes with Europacific Growth, Washington Mutual, Capital World, HUMANA, and SCOR PK. The fund invests at least 80 percent of the funds net assets will be invested in common stocks of companies the manager regards as U.S. Global Leaders. It typically invests in large-capitalization companies. The fund may invest in other types of equity securities, including up to 20 percent of its net assets in foreign companies and in U.S.-traded securities of large-capitalization, well-established foreign issuers.Specialization | Large Growth, Large Growth |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US4099028304 |
| Business Address | John Hancock Capital |
| Mutual Fund Family | John Hancock |
| Mutual Fund Category | Large Growth |
| Benchmark | Dow Jones Industrial |
| Phone | 800 225 5291 |
| Currency | USD - US Dollar |
USGLX Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Us Global's current stock value. Our valuation model uses many indicators to compare Us Global value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Us Global competition to find correlations between indicators driving Us Global's intrinsic value. More Info.Us Global Leaders is presently regarded as number one fund in price to earning among similar funds. It also is presently regarded as number one fund in price to book among similar funds fabricating about 2.18 of Price To Book per Price To Earning. 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 Us Global's earnings, one of the primary drivers of an investment's value.Us Global Leaders Systematic Risk
Us Global's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Us 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 Us Global Leaders correlated with the market. If Beta is less than 0 Us Global generally moves in the opposite direction as compared to the market. If Us Global Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Us Global Leaders is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Us Global is generally in the same direction as the market. If Beta > 1 Us Global moves generally in the same direction as, but more than the movement of the benchmark.
Us Global Thematic Clasifications
Us Global Leaders is part of World Allocation Funds investing theme. If you are a theme-oriented, socially responsible, and at the same time, a result-driven investor, you can align your investing habits with your values without jeopardizing your expectations about returns. You can easily create an optimal portfolio of stocks, ETFs, funds, or cryptocurrencies based on a specific theme of your liking. Funds investing in large global markets. Funds or Etfs investing in stocks, bonds, and cash of domestic markets as well as in markets of Canada, Japan, and Europe
This theme covers Funds investing in large global markets. Funds or Etfs investing in stocks, bonds, and cash of domestic markets as well as in markets of Canada, Japan, and Europe. Get More Thematic Ideas
Us Global Leaders is presently regarded as number one fund in net asset among similar funds. Total Asset Under Management (AUM) of Large Growth category is currently estimated at about 426.58 Billion. Us Global maintains roughly 2.37 Billion in net asset contributing less than 1% to funds under Large Growth category.| World Allocation Funds | View |
Us Global November 29, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Us Global help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Us Global Leaders. We use our internally-developed statistical techniques to arrive at the intrinsic value of Us Global Leaders based on widely used predictive technical indicators. In general, we focus on analyzing USGLX Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Us Global's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.8795 | |||
| Information Ratio | (0.05) | |||
| Maximum Drawdown | 4.33 | |||
| Value At Risk | (1.29) | |||
| Potential Upside | 1.25 |
Other Information on Investing in USGLX Mutual Fund
Us Global financial ratios help investors to determine whether USGLX 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 USGLX with respect to the benefits of owning Us Global security.
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