Foundry Partners Fundamental Fund Ten Year Return
| DRSVX Fund | USD 24.23 0.17 0.70% |
Foundry Partners Fundamental fundamentals help investors to digest information that contributes to Foundry Partners' financial success or failures. It also enables traders to predict the movement of Foundry Mutual Fund. The fundamental analysis module provides a way to measure Foundry Partners' 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 Foundry Partners mutual fund.
Foundry |
Foundry Partners Fundamental Mutual Fund Ten Year Return Analysis
Foundry Partners' Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
More About Ten Year Return | All Equity Analysis
Ten Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Foundry Partners Ten Year Return | 5.70 % |
Most of Foundry Partners' fundamental indicators, such as Ten 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, Foundry Partners Fundamental is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
| Competition |
Based on the latest financial disclosure, Foundry Partners Fundamental has a Ten Year Return of 5.7%. This is much higher than that of the Foundry family and significantly higher than that of the Small Value category. The ten year return for all United States funds is notably lower than that of the firm.
Foundry Ten Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Foundry Partners' direct or indirect competition against its Ten 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 Foundry Partners could also be used in its relative valuation, which is a method of valuing Foundry Partners by comparing valuation metrics of similar companies.Foundry Partners is currently under evaluation in ten year return among similar funds.
Fund Asset Allocation for Foundry Partners
The fund consists of 95.74% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Foundry Partners' 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.
Foundry Fundamentals
| Price To Earning | 2.09 X | ||||
| Price To Book | 1.43 X | ||||
| Price To Sales | 0.68 X | ||||
| Total Asset | 11.78 M | ||||
| Annual Yield | 0.01 % | ||||
| Year To Date Return | 14.34 % | ||||
| One Year Return | 25.42 % | ||||
| Three Year Return | 8.14 % | ||||
| Five Year Return | 11.25 % | ||||
| Ten Year Return | 5.70 % | ||||
| Net Asset | 238.21 M | ||||
| Last Dividend Paid | 0.16 | ||||
| Cash Position Weight | 4.26 % | ||||
| Equity Positions Weight | 95.74 % |
About Foundry Partners Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Foundry Partners Fundamental's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Foundry Partners using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Foundry Partners Fundamental 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.
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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.
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