Zevenbergen Growth Financials
| ZVNBX Fund | USD 39.21 0.38 0.96% |
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 Growth Fund Summary
Zevenbergen Growth competes with Europacific Growth, Washington Mutual, Capital World, HUMANA, and SCOR PK. The fund seeks to invest in companies that are industry leaders with significant growth potential, strong competitive advantages, a sizeable addressable market, product differentiation and quality management. Its portfolio generally will contain 30-60 stocks of any market capitalization. The fund may invest in IPOs and other equities new to the public markets such as direct listings by organizations as a method of initial access to public markets. The Advisers mission is to build shareholder wealth through ownership of quality high-growth, publicly-traded companies. 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 Growth's current stock value. Our valuation model uses many indicators to compare Zevenbergen Growth value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Zevenbergen Growth competition to find correlations between indicators driving Zevenbergen Growth's intrinsic value. More Info.Zevenbergen Growth 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 0.10 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Zevenbergen Growth Fund is roughly 9.79 . 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 Growth's earnings, one of the primary drivers of an investment's value.Zevenbergen Growth Systematic Risk
Zevenbergen Growth's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Zevenbergen Growth 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 twenty-four with a total number of output elements of thirty-seven. The Beta measures systematic risk based on how returns on Zevenbergen Growth correlated with the market. If Beta is less than 0 Zevenbergen Growth generally moves in the opposite direction as compared to the market. If Zevenbergen Growth Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Zevenbergen Growth is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Zevenbergen Growth is generally in the same direction as the market. If Beta > 1 Zevenbergen Growth moves generally in the same direction as, but more than the movement of the benchmark.
Zevenbergen Growth November 29, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Zevenbergen Growth help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Zevenbergen Growth Fund. We use our internally-developed statistical techniques to arrive at the intrinsic value of Zevenbergen Growth 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 Growth's daily price indicators and compare them against related drivers.
| Downside Deviation | 1.6 | |||
| Information Ratio | 0.1063 | |||
| Maximum Drawdown | 5.88 | |||
| Value At Risk | (1.99) | |||
| Potential Upside | 2.12 |
Other Information on Investing in Zevenbergen Mutual Fund
Zevenbergen Growth 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 Growth security.
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