Ancora/thelen Small-mid Financials
| AATSX Fund | USD 19.56 0.04 0.20% |
Ancora/thelen |
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.
Ancora/thelen Small-mid Fund Summary
Ancora/thelen Small-mid competes with Siit High, Artisan High, Mainstay High, Msift High, and Buffalo High. The fund normally will invest at least 80 percent of its net assets in the equity securities of small to mid cap companies. Currently, the adviser defines a small to mid-cap company to be one whose market capitalization either falls within the capitalization range of the Russell 2500 Index, an index that tracks stocks of 2,500 of the smallest U.S. companies, or is 10 billion or less at the time of investment.Specialization | Small Value, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Ancora Trust |
| Mutual Fund Family | Ancora |
| Mutual Fund Category | Small Value |
| Benchmark | Dow Jones Industrial |
| Phone | 866 626 2672 |
| Currency | USD - US Dollar |
Ancora/thelen Small-mid Key Financial Ratios
Ancora/thelen Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Ancora/thelen Small-mid's current stock value. Our valuation model uses many indicators to compare Ancora/thelen Small-mid value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Ancora/thelen Small-mid competition to find correlations between indicators driving Ancora/thelen Small-mid's intrinsic value. More Info.Ancorathelen Small Mid Cap 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 0.07 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Ancorathelen Small Mid Cap is roughly 13.38 . 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 Ancora/thelen Small-mid's earnings, one of the primary drivers of an investment's value.Ancora/thelen Small-mid Systematic Risk
Ancora/thelen Small-mid's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Ancora/thelen Small-mid volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was twenty with a total number of output elements of fourty-one. The Beta measures systematic risk based on how returns on Ancora/thelen Small-mid correlated with the market. If Beta is less than 0 Ancora/thelen Small-mid generally moves in the opposite direction as compared to the market. If Ancora/thelen Small-mid Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Ancora/thelen Small-mid is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Ancora/thelen Small-mid is generally in the same direction as the market. If Beta > 1 Ancora/thelen Small-mid moves generally in the same direction as, but more than the movement of the benchmark.
Ancora/thelen Small-mid February 26, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Ancora/thelen Small-mid help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Ancorathelen Small Mid Cap. We use our internally-developed statistical techniques to arrive at the intrinsic value of Ancorathelen Small Mid Cap based on widely used predictive technical indicators. In general, we focus on analyzing Ancora/thelen Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Ancora/thelen Small-mid's daily price indicators and compare them against related drivers.
| Information Ratio | (0.1) | |||
| Maximum Drawdown | 10.05 | |||
| Value At Risk | (1.49) | |||
| Potential Upside | 1.45 |
Other Information on Investing in Ancora/thelen Mutual Fund
Ancora/thelen Small-mid financial ratios help investors to determine whether Ancora/thelen 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 Ancora/thelen with respect to the benefits of owning Ancora/thelen Small-mid security.
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