Amg Managers Fairpointe Fund Fundamentals
| ABIZX Fund | USD 25.78 0.24 0.94% |
Amg Managers Fairpointe fundamentals help investors to digest information that contributes to Amg Managers' financial success or failures. It also enables traders to predict the movement of Amg Mutual Fund. The fundamental analysis module provides a way to measure Amg Managers' intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Amg Managers mutual fund.
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Amg Managers Fairpointe Mutual Fund Three Year Return Analysis
Amg Managers' Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
More About Three Year Return | All Equity Analysis
Three Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Amg Managers Three Year Return | 11.04 % |
Most of Amg Managers' fundamental indicators, such as Three Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Amg Managers Fairpointe is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
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Based on the latest financial disclosure, Amg Managers Fairpointe has a Three Year Return of 11.0423%. This is much higher than that of the AMG Funds family and significantly higher than that of the Mid-Cap Value category. The three year return for all United States funds is notably lower than that of the firm.
Amg Managers Fairpointe Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Amg Managers's current stock value. Our valuation model uses many indicators to compare Amg Managers value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Amg Managers competition to find correlations between indicators driving Amg Managers's intrinsic value. More Info.Amg Managers Fairpointe is the top fund in price to earning among similar funds. It also is the top fund in annual yield among similar funds . The ratio of Price To Earning to Annual Yield for Amg Managers Fairpointe is about 543.59 . 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 Amg Managers' earnings, one of the primary drivers of an investment's value.Amg Three Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Amg Managers' direct or indirect competition against its Three Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Amg Managers could also be used in its relative valuation, which is a method of valuing Amg Managers by comparing valuation metrics of similar companies.Amg Managers is currently under evaluation in three year return among similar funds.
Fund Asset Allocation for Amg Managers
The fund consists of 98.61% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Amg Managers' investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Amg Fundamentals
| Price To Earning | 2.12 X | ||||
| Market Capitalization | 1.87 B | ||||
| Total Asset | 280.29 M | ||||
| Annual Yield | 0 % | ||||
| Year To Date Return | 18.91 % | ||||
| One Year Return | 29.40 % | ||||
| Three Year Return | 11.04 % | ||||
| Five Year Return | 13.85 % | ||||
| Ten Year Return | 7.20 % | ||||
| Net Asset | 544.82 M | ||||
| Cash Position Weight | 1.39 % | ||||
| Equity Positions Weight | 98.61 % |
About Amg Managers Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Amg Managers Fairpointe's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Amg Managers using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Amg Managers Fairpointe based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.Under normal circumstances, the fund invests at least 80 percent of its net assets, plus the amount of any borrowings for investment purposes, in securities of mid-capitalization companies. The adviser currently considers mid-cap companies to be those with market capitalizations at the time of acquisition within the capitalization range of the Russell Midcap Index.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Amg Mutual Fund
Amg Managers financial ratios help investors to determine whether Amg 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 Amg with respect to the benefits of owning Amg Managers security.
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