Foundry Partners Fundamental Fund Quote
| DRSVX Fund | USD 18.24 0.15 0.83% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Foundry Partners is trading at 18.24 as of the 5th of February 2025; that is 0.83 percent up since the beginning of the trading day. The fund's open price was 18.09. Foundry Partners has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 6th of January 2025 and ending today, the 5th of February 2025. Click here to learn more.
The fund invests at least 80 percent of its assets in common stocks of small capitalization companies that at the time of purchase are similar in market capitalization to those listed on the Russell 2000 Value Index. It may invest up to 20 percent of its assets in foreign securities , including American Depository Receipts or Global Depository Receipts that are traded on U.S. More on Foundry Partners Fundamental
Moving together with Foundry Mutual Fund
Foundry Mutual Fund Highlights
| Thematic Ideas | (View all Themes) |
| Fund Concentration | Foundry Funds, Large Funds, Small Value Funds, Small Growth Funds, Small Value Funds, Small Value, Foundry, Large, Small Value Funds (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 28th of February 2023 |
| Fiscal Year End | October |
Foundry Partners Fundamental [DRSVX] is traded in USA and was established 5th of February 2025. Foundry Partners is listed under Foundry category by Fama And French industry classification. The fund is listed under Small Value category and is part of Foundry family. The entity is thematically classified as Small Growth Funds. This fund currently has accumulated 238.21 M in assets under management (AUM) with no minimum investment requirementsFoundry Partners Fun is currently producing year-to-date (YTD) return of 3.0% with the current yeild of 0.01%, while the total return for the last 3 years was 7.83%.
Check Foundry Partners Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Foundry Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Foundry Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Foundry Partners Fundamental Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Foundry Partners Fundamental Mutual Fund Constituents
| POR | Portland General Electric | Stock | Utilities | |
| AB | AllianceBernstein Holding LP | Stock | Financials | |
| LXP | LXP Industrial Trust | Stock | Real Estate | |
| ONB | Old National Bancorp | Stock | Financials | |
| TGNA | Tegna Inc | Stock | Communication Services | |
| AEIS | Advanced Energy Industries | Stock | Information Technology | |
| CR | Crane Company | Stock | Industrials | |
| KFY | Korn Ferry | Stock | Industrials |
Foundry Partners Fun Risk Profiles
| Mean Deviation | 1.12 | |||
| Standard Deviation | 2.8 | |||
| Variance | 7.84 | |||
| Risk Adjusted Performance | (0.07) |
Foundry Partners Against Markets
Other Information on Investing in Foundry Mutual Fund
Foundry Partners financial ratios help investors to determine whether Foundry 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 Foundry with respect to the benefits of owning Foundry Partners security.
| Piotroski F Score Get Piotroski F Score based on the binary analysis strategy of nine different fundamentals | |
| Correlation Analysis Reduce portfolio risk simply by holding instruments which are not perfectly correlated | |
| Positions Ratings Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Volatility Analysis Get historical volatility and risk analysis based on latest market data |