Banking Portfolio Mutual Fund Money Managers
FSRBX Fund | USD 34.86 0.27 0.77% |
Break down of Banking Portfolio's management performance can provide insight into the fund's overall performance. Note that fund manager's attribution analysis is becoming a valuable factor that both investors and analysts use to determine the amount of risk that may be associated with Banking Portfolio's future under-performance.
Banking |
Symbol | FSRBX |
Name | Banking Portfolio Banking |
Type | Mutual Fund |
Country | United States |
Exchange | NMFQS |
Information on Banking Portfolio Banking Leadership is currently not available.
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Banking Portfolio Net Asset Comparison
Banking Portfolio Banking is rated # 5 fund in net asset among similar funds. Total Asset Under Management (AUM) of Financial category is currently estimated at about 2.15 Billion. Banking Portfolio retains roughly 343.35 Million in net asset claiming about 16% of all funds under Financial category.
Banking Portfolio Banking Benchmark Summation
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The output start index for this execution was zero with a total number of output elements of sixty-one. Banking Portfolio Banking Price Series Summation is a cross summation of Banking Portfolio price series and its benchmark/peer.
About Banking Portfolio Management Performance
The success or failure of an entity such as Banking Portfolio Banking often depends on how effective the management is. Banking Portfolio management team is responsible for propelling the future growth in the right direction and administering and controlling the business activities and accounting for the results. Ineffective management usually contributes to failure in the company's future performance for all stakeholders equally, but most importantly, for investors. So it is important to measure the effectiveness of Banking management before purchasing its stock. In many ways, it's all about finding the answer to one important question - Are they doing the right thing right now? How would we assess whether the Banking management is utilizing all available resources in the best possible way? Also, how well is the company doing relative to others in its sector and the market as a whole? The answer can be found by analyzing a few important fundamental indicators such as return on assets and return on equity.
The fund invests primarily in common stocks. It normally invests at least 80 percent of assets in securities of companies principally engaged in banking. The fund invests in domestic and foreign issuers. It uses fundamental analysis of factors such as each issuers financial condition and industry position, as well as market and economic conditions, to select investments. The fund is non-diversified.
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Banking Portfolio Banking Annual Yield
In accordance with the recently published financial statements, Banking Portfolio Banking has an Annual Yield of 0.0251%. This is 85.24% lower than that of the Fidelity Investments family and significantly higher than that of the Financial category. The annual yield for all United States funds is notably lower than that of the firm.
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.Other Information on Investing in Banking Mutual Fund
Banking Portfolio financial ratios help investors to determine whether Banking 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 Banking with respect to the benefits of owning Banking Portfolio security.
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