1919 Financial Services Fund Fundamentals
| SBFAX Fund | USD 33.26 0.02 0.06% |
1919 Financial Services fundamentals help investors to digest information that contributes to 1919 Financial's financial success or failures. It also enables traders to predict the movement of 1919 Mutual Fund. The fundamental analysis module provides a way to measure 1919 Financial's 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 1919 Financial mutual fund.
1919 |
1919 Financial Services Mutual Fund Price To Earning Analysis
1919 Financial's Price to Earnings ratio is typically used for current valuation of a company and is one of the most popular ratios that investors monitor daily. Holding a low PE stock is less risky because when a company's profitability falls, it is likely that earnings will also go down as well. In other words, if you start from a lower position, your downside risk is limited. There are also some investors who believe that low Price to Earnings ratio reflects the low pricing because a given company is in trouble. On the other hand, a higher PE ratio means that investors are paying more for each unit of profit.
Current 1919 Financial Price To Earning | 16.80 X |
Most of 1919 Financial's fundamental indicators, such as Price To Earning, 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, 1919 Financial Services is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Generally speaking, the Price to Earnings ratio gives investors an idea of what the market is willing to pay for the company's current earnings.
| Competition |
Based on the latest financial disclosure, 1919 Financial Services has a Price To Earning of 16.8 times. This is much higher than that of the 1919 Funds family and significantly higher than that of the Financial category. The price to earning for all United States funds is notably lower than that of the firm.
1919 Financial Services Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining 1919 Financial's current stock value. Our valuation model uses many indicators to compare 1919 Financial value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across 1919 Financial competition to find correlations between indicators driving 1919 Financial's intrinsic value. More Info.1919 Financial Services is rated top fund in price to earning among similar funds. It also is rated top fund in price to book among similar funds fabricating about 0.10 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for 1919 Financial Services is roughly 10.43 . 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 1919 Financial's earnings, one of the primary drivers of an investment's value.Did you try this?
Run Global Correlations Now
Global CorrelationsFind global opportunities by holding instruments from different markets |
| All Next | Launch Module |
Fund Asset Allocation for 1919 Financial
The fund consists of 98.17% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides 1919 Financial'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.
1919 Fundamentals
| Price To Earning | 16.80 X | ||||
| Price To Book | 1.61 X | ||||
| Price To Sales | 2.89 X | ||||
| Total Asset | 62.8 M | ||||
| Annual Yield | 0.01 % | ||||
| Year To Date Return | 30.46 % | ||||
| One Year Return | 43.92 % | ||||
| Three Year Return | 3.46 % | ||||
| Five Year Return | 9.23 % | ||||
| Ten Year Return | 9.37 % | ||||
| Net Asset | 127.89 M | ||||
| Last Dividend Paid | 0.25 | ||||
| Cash Position Weight | 1.83 % | ||||
| Equity Positions Weight | 98.17 % |
About 1919 Financial Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze 1919 Financial Services's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of 1919 Financial using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of 1919 Financial Services 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 at least 80 percent of its net assets in equity securities of issuers in the financial services industry that the Adviser believes are undervalued and thus may offer above-average potential for capital appreciation. It may invest its assets in securities of foreign financial services companies. The fund may invest in fixed income securities, including high yield securities or junk bonds. It may invest in shares of open-end funds or ETFs.
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 1919 Mutual Fund
1919 Financial financial ratios help investors to determine whether 1919 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 1919 with respect to the benefits of owning 1919 Financial security.
| Portfolio Manager State of the art Portfolio Manager to monitor and improve performance of your invested capital | |
| Sync Your Broker Sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors. |