Berwyn Nerstone Price To Book vs. Net Asset
| BERCX Fund | USD 20.35 0.01 0.05% |
For Berwyn Nerstone profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Berwyn Nerstone to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Berwyn Nerstone Fund utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Berwyn Nerstone's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Berwyn Nerstone Fund over time as well as its relative position and ranking within its peers.
Berwyn |
Berwyn Nerstone Net Asset vs. Price To Book Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Berwyn Nerstone's current stock value. Our valuation model uses many indicators to compare Berwyn Nerstone value to that of its competitors to determine the firm's financial worth. Berwyn Nerstone Fund is fourth largest fund in price to book among similar funds. It is rated below average in net asset among similar funds making up about 25,872,483 of Net Asset per Price To Book. 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 Berwyn Nerstone's earnings, one of the primary drivers of an investment's value.Berwyn Net Asset vs. Price To Book
Price to Book (P/B) ratio is used to relate a company book value to its current market price. A high P/B ratio indicates that investors expect executives to generate more returns on their investments from a given set of assets. Book value is the accounting value of assets minus liabilities.
Berwyn Nerstone |
| = | 1.49 X |
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.
Net Asset is the current market value of a fund less its liabilities. In a nutshell, if the fund is liquidated or all of the assets is sold out, the net asset will be the amount that the shareholders would demand back from the fund.
Berwyn Nerstone |
| = | 38.55 M |
Net Asset is the value used in calculating NAV of a fund. NAV (or Net Asset Value) is computed once a day based on the formula that uses closing prices of all positions in the fund's portfolio.
Berwyn Net Asset Comparison
Berwyn Nerstone is rated below average in net asset among similar funds.
Berwyn Nerstone Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Berwyn Nerstone, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Berwyn Nerstone will eventually generate negative long term returns. The profitability progress is the general direction of Berwyn Nerstone's change in net profit over the period of time. It can combine multiple indicators of Berwyn Nerstone, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
The fund will invest at least 80 percent of its net assets in common stocks of mid-capitalization U.S. companies. It generally invests in companies that its sub-adviser believes to be undervalued. The subadvisers investment approach relies heavily on valuation history to identify opportunities and prioritizes companies with durable businesses, strong balance sheets, and improving fundamental prospects.
Berwyn Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Berwyn Nerstone. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Berwyn Nerstone position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Berwyn Nerstone's important profitability drivers and their relationship over time.
Learn to be your own money manager
Our tools can tell you how much better you can do entering a position in Berwyn Nerstone without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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Portfolio File ImportQuickly import all of your third-party portfolios from your local drive in csv format |
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Use Investing Themes to Complement your Berwyn Nerstone position
In addition to having Berwyn Nerstone in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
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Computers
Companies that manufacture and distribute personal and business computers. The Computers theme has 43 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Computers Theme or any other thematic opportunities.
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Other Information on Investing in Berwyn Mutual Fund
To fully project Berwyn Nerstone's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Berwyn Nerstone at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Berwyn Nerstone's income statement, its balance sheet, and the statement of cash flows.
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