Zevenbergen Genea Financials
| ZVGNX Fund | USD 51.96 0.60 1.17% |
Zevenbergen |
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.
Zevenbergen Genea Fund Summary
Zevenbergen Genea competes with Balanced Fund, Jpmorgan Equity, Calamos Global, Ab Select, and Icon Equity. The fund seeks to invest in companies benefiting from advancements in technology regardless of sector or industry. With a long-term investment horizon, the Adviser identifies companies with significant growth potential, strong competitive advantages, a sizeable addressable market, product differentiation and quality management. The funds portfolio generally will contain 20-40 stocks of any market capitalization. It may also invest in IPOs and other equities new to the public market such as direct listings by organizations as a method of initial access to public markets. The fund is non-diversified.Specialization | Large Growth, Large Growth |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Trust for Advised |
| Mutual Fund Family | Zevenbergen Capital Investments |
| Mutual Fund Category | Large Growth |
| Benchmark | Dow Jones Industrial |
| Phone | 844 986 2746 |
| Currency | USD - US Dollar |
Zevenbergen Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Zevenbergen Genea's current stock value. Our valuation model uses many indicators to compare Zevenbergen Genea value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Zevenbergen Genea competition to find correlations between indicators driving Zevenbergen Genea's intrinsic value. More Info.Zevenbergen Genea Fund 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 0.05 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Zevenbergen Genea Fund is roughly 18.41 . 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 Zevenbergen Genea's earnings, one of the primary drivers of an investment's value.Zevenbergen Genea Systematic Risk
Zevenbergen Genea's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Zevenbergen Genea 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 Zevenbergen Genea correlated with the market. If Beta is less than 0 Zevenbergen Genea generally moves in the opposite direction as compared to the market. If Zevenbergen Genea Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Zevenbergen Genea is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Zevenbergen Genea is generally in the same direction as the market. If Beta > 1 Zevenbergen Genea moves generally in the same direction as, but more than the movement of the benchmark.
Zevenbergen Genea December 1, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Zevenbergen Genea help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Zevenbergen Genea Fund. We use our internally-developed statistical techniques to arrive at the intrinsic value of Zevenbergen Genea Fund based on widely used predictive technical indicators. In general, we focus on analyzing Zevenbergen Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Zevenbergen Genea's daily price indicators and compare them against related drivers.
| Downside Deviation | 1.6 | |||
| Information Ratio | 0.189 | |||
| Maximum Drawdown | 5.98 | |||
| Value At Risk | (2.06) | |||
| Potential Upside | 2.83 |
Other Information on Investing in Zevenbergen Mutual Fund
Zevenbergen Genea financial ratios help investors to determine whether Zevenbergen 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 Zevenbergen with respect to the benefits of owning Zevenbergen Genea security.
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