Heritage Fund Financial Statements From 2010 to 2024
| ATHAX Fund | USD 24.49 0.09 0.37% |
Check Heritage Fund financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Heritage Fund's main balance sheet or income statement drivers, such as , as well as many indicators such as . Heritage financial statements analysis is a perfect complement when working with Heritage Fund Valuation or Volatility modules.
Heritage |
Heritage Fund A Mutual Fund One Year Return Analysis
Heritage Fund's One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
More About One Year Return | All Equity Analysis
One Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Heritage Fund One Year Return | 43.53 % |
Most of Heritage Fund's fundamental indicators, such as One 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, Heritage Fund A is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
| Competition |
Based on the recorded statements, Heritage Fund A has an One Year Return of 43.5285%. This is 11864.46% lower than that of the American Century Investments family and significantly higher than that of the Mid-Cap Growth category. The one year return for all United States funds is notably lower than that of the firm.
Heritage Fund A Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Heritage Fund's current stock value. Our valuation model uses many indicators to compare Heritage Fund value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Heritage Fund competition to find correlations between indicators driving Heritage Fund's intrinsic value. More Info.Heritage Fund A is the top fund in price to earning among similar funds. It also is the top fund in price to book among similar funds fabricating about 0.20 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Heritage Fund A is roughly 5.00 . 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 Heritage Fund's earnings, one of the primary drivers of an investment's value.About Heritage Fund Financial Statements
Heritage Fund investors use historical fundamental indicators, such as Heritage Fund's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Heritage Fund. Please read more on our technical analysis and fundamental analysis pages.
The fund normally invests in stocks of medium-sized companies that the adviser believes will increase in value over time, using an investment strategy developed by the funds investment advisor. In implementing this strategy, the portfolio managers make their investment decisions based primarily on their analysis of individual companies, rather than on broad economic forecasts. Management of the fund is based on the belief that durable franchises in a growing industry can sustain above average earnings growth.
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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 Heritage Mutual Fund
Heritage Fund financial ratios help investors to determine whether Heritage 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 Heritage with respect to the benefits of owning Heritage Fund security.
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