Beck Mack Oliver Fund Fundamentals
| BMPEX Fund | USD 28.49 0.37 1.28% |
By evaluating key metrics such as revenue growth, profitability, cash flow trends, and balance sheet strength, investors can better assess Beck Mack's long-term financial health and intrinsic value.
Beck |
Beck Mack Oliver Mutual Fund Year To Date Return Analysis
Beck Mack's Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
More About Year To Date Return | All Equity Analysis
YTD Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Beck Mack Year To Date Return | 0.94 % |
Most of Beck Mack's fundamental indicators, such as Year To Date 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, Beck Mack Oliver is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
| Competition |
In accordance with the company's disclosures, Beck Mack Oliver has a Year To Date Return of 0.9416%. This is much higher than that of the Beck, Mack & Oliver family and significantly higher than that of the Large Blend category. The year to date return for all United States funds is notably lower than that of the firm.
Beck Mack Oliver Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Beck Mack's current stock value. Our valuation model uses many indicators to compare Beck Mack value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Beck Mack competition to find correlations between indicators driving Beck Mack's intrinsic value. More Info.Beck Mack Oliver is the top fund in price to earning among similar funds. It also is the top fund in price to book among similar funds fabricating about 0.15 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Beck Mack Oliver is roughly 6.64 . 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 Beck Mack's earnings, one of the primary drivers of an investment's value.Beck Year To Date Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Beck Mack's direct or indirect competition against its Year To Date 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 Beck Mack could also be used in its relative valuation, which is a method of valuing Beck Mack by comparing valuation metrics of similar companies.Beck Mack is currently under evaluation in year to date return among similar funds.
Fund Asset Allocation for Beck Mack
The fund consists of 98.42% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Beck Mack's 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.
Beck Fundamentals
| Price To Earning | 15.74 X | ||||
| Price To Book | 2.37 X | ||||
| Price To Sales | 1.73 X | ||||
| Total Asset | 81.46 M | ||||
| Year To Date Return | 0.94 % | ||||
| One Year Return | 10.29 % | ||||
| Three Year Return | 15.82 % | ||||
| Five Year Return | 17.24 % | ||||
| Ten Year Return | 7.11 % | ||||
| Net Asset | 81.46 M | ||||
| Minimum Initial Investment | 2.5 K | ||||
| Last Dividend Paid | 0.08 | ||||
| Cash Position Weight | 1.58 % | ||||
| Equity Positions Weight | 98.42 % |
About Beck Mack Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Beck Mack Oliver's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Beck Mack using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Beck Mack Oliver 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.The fund invests primarily in a portfolio of common stocks and securities convertible into or exercisable for common stocks issued by companies of any size, but it may also invest in preferred stocks and fixed, variable and floating rate fixed-income securities such as investment grade notes, bonds and debentures. The fund is non-diversified.
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Other Information on Investing in Beck Mutual Fund
Beck Mack financial ratios help investors to determine whether Beck 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 Beck with respect to the benefits of owning Beck Mack security.
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