Broadview Opportunity Financials
| BVAOX Fund | USD 13.14 0.08 0.61% |
Broadview |
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.
Broadview Opportunity Fund Summary
Broadview Opportunity competes with Invesco Global, Mainstay High, Mfs Emerging, Amg Timessquare, and Victory Rs. The fund invests primarily in a diversified mix of common stocks of small cap U.S. companies that are believed to be undervalued by various measures and offer sound prospects for capital appreciation. Under normal market conditions, it will maintain at least 80 percent of its net assets in small cap securities.Specialization | Small Blend, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US1113281000 |
| Business Address | Madison |
| Mutual Fund Family | Madison Funds |
| Mutual Fund Category | Small Blend |
| Benchmark | Dow Jones Industrial |
| Phone | 800 877 6089 |
| Currency | USD - US Dollar |
Broadview Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Broadview Opportunity's current stock value. Our valuation model uses many indicators to compare Broadview Opportunity value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Broadview Opportunity competition to find correlations between indicators driving Broadview Opportunity's intrinsic value. More Info.Broadview Opportunity Fund 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 0.10 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Broadview Opportunity Fund is roughly 9.90 . 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 Broadview Opportunity's earnings, one of the primary drivers of an investment's value.Broadview Opportunity Systematic Risk
Broadview Opportunity's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Broadview Opportunity 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 five with a total number of output elements of fifty-six. The Beta measures systematic risk based on how returns on Broadview Opportunity correlated with the market. If Beta is less than 0 Broadview Opportunity generally moves in the opposite direction as compared to the market. If Broadview Opportunity Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Broadview Opportunity is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Broadview Opportunity is generally in the same direction as the market. If Beta > 1 Broadview Opportunity moves generally in the same direction as, but more than the movement of the benchmark.
Broadview Opportunity December 6, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Broadview Opportunity help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Broadview Opportunity Fund. We use our internally-developed statistical techniques to arrive at the intrinsic value of Broadview Opportunity Fund based on widely used predictive technical indicators. In general, we focus on analyzing Broadview Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Broadview Opportunity's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.9007 | |||
| Information Ratio | 0.0779 | |||
| Maximum Drawdown | 5.42 | |||
| Value At Risk | (1.06) | |||
| Potential Upside | 1.77 |
Other Information on Investing in Broadview Mutual Fund
Broadview Opportunity financial ratios help investors to determine whether Broadview 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 Broadview with respect to the benefits of owning Broadview Opportunity security.
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