Frost Kempner Financials
| FIKTX Fund | USD 8.45 0.01 0.12% |
Frost |
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.
Frost Kempner Fund Summary
Frost Kempner competes with City National, Alpine High, Buffalo High, Blackrock High, and Neuberger Berman. The fund normally invests at least 80 percent of assets in investment-grade debt securities of all types and repurchase agreements for those securities. Its manager manages the fund to have similar overall interest rate risk to the Bloomberg Barclays U.S. 1-3 Year GovernmentCredit Bond Index. The fund normally maintains a dollar-weighted average maturity of three years or less. It allocates assets across different market sectors and maturities. The fund invests in domestic and foreign issuers.Specialization | Short-Term Bond, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Fidelity Fixed Income |
| Mutual Fund Family | Fidelity Investments |
| Mutual Fund Category | Short-Term Bond |
| Benchmark | Dow Jones Industrial |
| Phone | 877 208 0098 |
| Currency | USD - US Dollar |
Frost Kempner Key Financial Ratios
Frost Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Frost Kempner's current stock value. Our valuation model uses many indicators to compare Frost Kempner value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Frost Kempner competition to find correlations between indicators driving Frost Kempner's intrinsic value. More Info.Frost Kempner Treasury is one of the top funds in annual yield among similar funds. It also is one of the top funds in year to date return among similar funds creating about 3,214 of Year To Date Return per Annual Yield. 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 Frost Kempner's earnings, one of the primary drivers of an investment's value.Frost Kempner Treasury Systematic Risk
Frost Kempner's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Frost Kempner 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.
Incorrect Input. Please change your parameters or increase the time horizon required for running this function. The output start index for this execution was zero with a total number of output elements of zero. The Beta measures systematic risk based on how returns on Frost Kempner Treasury correlated with the market. If Beta is less than 0 Frost Kempner generally moves in the opposite direction as compared to the market. If Frost Kempner Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Frost Kempner Treasury is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Frost Kempner is generally in the same direction as the market. If Beta > 1 Frost Kempner moves generally in the same direction as, but more than the movement of the benchmark.
Frost Kempner December 16, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Frost Kempner help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Frost Kempner Treasury. We use our internally-developed statistical techniques to arrive at the intrinsic value of Frost Kempner Treasury based on widely used predictive technical indicators. In general, we focus on analyzing Frost Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Frost Kempner's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.1465 | |||
| Information Ratio | (0.88) | |||
| Maximum Drawdown | 0.5913 | |||
| Value At Risk | (0.12) | |||
| Potential Upside | 0.119 |
Other Information on Investing in Frost Mutual Fund
Frost Kempner financial ratios help investors to determine whether Frost 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 Frost with respect to the benefits of owning Frost Kempner security.
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