Lateef Focused Growth Fund Key Fundamental Indicators
| LIMAX Fund | USD 6.38 0.09 1.39% |
As of the 5th of February, Lateef Focused secures the Downside Deviation of 1.29, risk adjusted performance of 0.064, and Mean Deviation of 1.12. In connection with fundamental indicators, the technical analysis model lets you check existing technical drivers of Lateef Focused Growth, as well as the relationship between them.
Lateef Focused's financial statements offer valuable quarterly and annual insights to potential investors, highlighting the company's current and historical financial position, overall management performance, and changes in financial standing over time. Key fundamentals influencing Lateef Focused's valuation are provided below:Lateef Focused Growth does not presently have any fundamental ratios for analysis. This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools. Lateef |
Lateef Focused 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Lateef Focused's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Lateef Focused.
| 11/07/2025 |
| 02/05/2026 |
If you would invest 0.00 in Lateef Focused on November 7, 2025 and sell it all today you would earn a total of 0.00 from holding Lateef Focused Growth or generate 0.0% return on investment in Lateef Focused over 90 days. Lateef Focused is related to or competes with Ab Global, Morningstar Aggressive, T Rowe, Pace High, Franklin High, Ab Global, and Artisan High. The fund normally invests in the common stocks of approximately 15 to 25 mid- and large-cap companies with market capita... More
Lateef Focused Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Lateef Focused's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Lateef Focused Growth upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 1.29 | |||
| Information Ratio | 0.0498 | |||
| Maximum Drawdown | 19.01 | |||
| Value At Risk | (1.93) | |||
| Potential Upside | 1.49 |
Lateef Focused Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Lateef Focused's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Lateef Focused's standard deviation. In reality, there are many statistical measures that can use Lateef Focused historical prices to predict the future Lateef Focused's volatility.| Risk Adjusted Performance | 0.064 | |||
| Jensen Alpha | 0.108 | |||
| Total Risk Alpha | (0) | |||
| Sortino Ratio | 0.0892 | |||
| Treynor Ratio | 0.15 |
Lateef Focused February 5, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.064 | |||
| Market Risk Adjusted Performance | 0.16 | |||
| Mean Deviation | 1.12 | |||
| Semi Deviation | 1.06 | |||
| Downside Deviation | 1.29 | |||
| Coefficient Of Variation | 1286.55 | |||
| Standard Deviation | 2.31 | |||
| Variance | 5.34 | |||
| Information Ratio | 0.0498 | |||
| Jensen Alpha | 0.108 | |||
| Total Risk Alpha | (0) | |||
| Sortino Ratio | 0.0892 | |||
| Treynor Ratio | 0.15 | |||
| Maximum Drawdown | 19.01 | |||
| Value At Risk | (1.93) | |||
| Potential Upside | 1.49 | |||
| Downside Variance | 1.67 | |||
| Semi Variance | 1.11 | |||
| Expected Short fall | (1.30) | |||
| Skewness | 5.49 | |||
| Kurtosis | 39.14 |
Lateef Focused Growth Backtested Returns
At this stage we consider Lateef Mutual Fund to be somewhat reliable. Lateef Focused Growth has Sharpe Ratio of 0.08, which conveys that the entity had a 0.08 % return per unit of risk over the last 3 months. We have found twenty-six technical indicators for Lateef Focused, which you can use to evaluate the volatility of the fund. Please verify Lateef Focused's Downside Deviation of 1.29, risk adjusted performance of 0.064, and Mean Deviation of 1.12 to check out if the risk estimate we provide is consistent with the expected return of 0.19%. The fund secures a Beta (Market Risk) of 1.13, which conveys a somewhat significant risk relative to the market. Lateef Focused returns are very sensitive to returns on the market. As the market goes up or down, Lateef Focused is expected to follow.
Auto-correlation | -0.36 |
Poor reverse predictability
Lateef Focused Growth has poor reverse predictability. Overlapping area represents the amount of predictability between Lateef Focused time series from 7th of November 2025 to 22nd of December 2025 and 22nd of December 2025 to 5th of February 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Lateef Focused Growth price movement. The serial correlation of -0.36 indicates that just about 36.0% of current Lateef Focused price fluctuation can be explain by its past prices.
| Correlation Coefficient | -0.36 | |
| Spearman Rank Test | 0.12 | |
| Residual Average | 0.0 | |
| Price Variance | 0.01 |
Price to Book ratio is mostly used in financial services industries where assets and liabilities are typically represented by dollars. Although low Price to Book ratio generally implies that the firm is undervalued, it is often a good indicator that the company may be in financial or managerial distress and should be investigated more carefully.
| Competition |
Based on the latest financial disclosure, Lateef Focused Growth has a Price To Book of 3.45 times. This is much higher than that of the Lateef family and significantly higher than that of the Large Growth category. The price to book for all United States funds is notably lower than that of the firm.
Lateef Focused Growth Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Lateef Focused's current stock value. Our valuation model uses many indicators to compare Lateef Focused value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Lateef Focused competition to find correlations between indicators driving Lateef Focused's intrinsic value. More Info.Lateef Focused Growth is number one fund in price to earning among similar funds. It also is number one fund in price to book among similar funds fabricating about 0.14 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Lateef Focused Growth is roughly 6.95 . 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 Lateef Focused's earnings, one of the primary drivers of an investment's value.Lateef Price To Book Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Lateef Focused's direct or indirect competition against its Price To Book to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Lateef Focused could also be used in its relative valuation, which is a method of valuing Lateef Focused by comparing valuation metrics of similar companies.Lateef Focused is currently under evaluation in price to book among similar funds.
Lateef Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Lateef Focused's current stock value. Our valuation model uses many indicators to compare Lateef Focused value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Lateef Focused competition to find correlations between indicators driving Lateef Focused's intrinsic value. More Info.Lateef Focused Growth is number one fund in price to earning among similar funds. It also is number one fund in price to book among similar funds fabricating about 0.14 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Lateef Focused Growth is roughly 6.95 . 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 Lateef Focused's earnings, one of the primary drivers of an investment's value.Fund Asset Allocation for Lateef Focused
The fund consists of 96.97% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Lateef Focused'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 for 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 manage securities in the fund's portfolio as market conditions and the fund's objectives change.
Lateef Fundamentals
| Price To Earning | 23.98 X | ||||
| Price To Book | 3.45 X | ||||
| Price To Sales | 2.75 X | ||||
| Total Asset | 19.77 M | ||||
| Year To Date Return | 2.74 % | ||||
| One Year Return | 7.34 % | ||||
| Three Year Return | 13.47 % | ||||
| Five Year Return | 5.72 % | ||||
| Ten Year Return | 11.69 % | ||||
| Net Asset | 43.27 M | ||||
| Cash Position Weight | 3.03 % | ||||
| Equity Positions Weight | 96.97 % |
About Lateef Focused Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Lateef Focused Growth's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Lateef Focused using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Lateef Focused Growth 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 normally invests in the common stocks of approximately 15 to 25 mid- and large-cap companies with market capitalizations greater than 2 billion that have, in the Advisers opinion, a competitive advantage. The Sub-Adviser uses an intensive fundamental due diligence research process to attempt to identify companies with owner-oriented management teams that, in the view of the Sub-Adviser, generate consistently high returns on capital. It is non-diversified.
Also Currently Popular
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 Lateef Mutual Fund
Lateef Focused financial ratios help investors to determine whether Lateef 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 Lateef with respect to the benefits of owning Lateef Focused security.
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