Broad Cap Financials
| VBCVX Fund | USD 16.03 0.13 0.82% |
Broad |
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.
Broad Cap Fund Summary
Broad Cap competes with Mid Cap, Mid Cap, Valic Company, Valic Company, and Stock Index. The fund seeks to achieve its investment objective by investing primarily in equity securities of U.S. large- and mid-cap companies. Companies are determined to be large- or mid-cap based on the inclusion of their equity securities in the Russell 1000 Value Index, whose constituents are companies that exhibit certain value qualities, as defined by the index provider, such as lower price-to-book ratios and lower expected growth values.Specialization | Large Value, Large Value |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | AIG Retirement I |
| Mutual Fund Family | VALIC |
| Mutual Fund Category | Large Value |
| Benchmark | Dow Jones Industrial |
| Phone | 800 448 2542 |
| Currency | USD - US Dollar |
Broad Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Broad Cap's current stock value. Our valuation model uses many indicators to compare Broad Cap value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Broad Cap competition to find correlations between indicators driving Broad Cap's intrinsic value. More Info.Broad Cap Value is rated fourth in price to earning among similar funds. It is rated fourth in price to book among similar funds fabricating about 0.12 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Broad Cap Value is roughly 8.44 . 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 Broad Cap's earnings, one of the primary drivers of an investment's value.Broad Cap Value Systematic Risk
Broad Cap's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Broad Cap 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 three with a total number of output elements of fifty-eight. The Beta measures systematic risk based on how returns on Broad Cap Value correlated with the market. If Beta is less than 0 Broad Cap generally moves in the opposite direction as compared to the market. If Broad Cap Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Broad Cap Value is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Broad Cap is generally in the same direction as the market. If Beta > 1 Broad Cap moves generally in the same direction as, but more than the movement of the benchmark.
Broad Cap November 24, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Broad Cap help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Broad Cap Value. We use our internally-developed statistical techniques to arrive at the intrinsic value of Broad Cap Value based on widely used predictive technical indicators. In general, we focus on analyzing Broad Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Broad Cap's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.5749 | |||
| Information Ratio | 0.0101 | |||
| Maximum Drawdown | 3.8 | |||
| Value At Risk | (0.88) | |||
| Potential Upside | 1.18 |
Other Information on Investing in Broad Mutual Fund
Broad Cap financial ratios help investors to determine whether Broad 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 Broad with respect to the benefits of owning Broad Cap security.
| Portfolio Backtesting Avoid under-diversification and over-optimization by backtesting your portfolios | |
| Technical Analysis Check basic technical indicators and analysis based on most latest market data | |
| Balance Of Power Check stock momentum by analyzing Balance Of Power indicator and other technical ratios | |
| Bollinger Bands Use Bollinger Bands indicator to analyze target price for a given investing horizon |