Short-intermediate Financials

FOSIX Fund  USD 9.05  0.01  0.11%   
You can exercise Short-intermediate fundamental data analysis to find out if markets are presently mispricing the entity. We were able to collect and analyze data for thirteen available drivers for Short Intermediate Bond Fund, which can be compared to its competition. The fund experiences a normal upward fluctuation. Check odds of Short-intermediate to be traded at $9.5 in 90 days.
  
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.

Short-intermediate Fund Summary

Short-intermediate competes with Small Company, Balanced Fund, Income Fund, Credit Suisse, and Wells Fargo. Under normal market conditions, the Advisor intends to invest primarily all, but must invest at least 80, of its net assets, plus any borrowing for investment purposes, in fixed income securities. The fund invests primarily in debt securities rated within the four highest credit categories by at least one nationally recognized statistical rating organization, or if unrated, deemed to be of comparable quality by the funds sub-adviser, First National Fund Advisers.
Specialization
Short-Term Bond, Large
InstrumentUSA Mutual Fund View All
ExchangeNMFQS Exchange
Business AddressTributary Funds,
Mutual Fund FamilyTributary Funds
Mutual Fund CategoryShort-Term Bond
BenchmarkDow Jones Industrial
Phone800 662 4203
CurrencyUSD - US Dollar

Short-intermediate Key Financial Ratios

Short-intermediate Financial Ratios Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Short-intermediate's current stock value. Our valuation model uses many indicators to compare Short-intermediate value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Short-intermediate competition to find correlations between indicators driving Short-intermediate's intrinsic value. More Info.
Short Intermediate Bond Fund is rated # 2 fund in annual yield among similar funds. It also is rated # 2 fund in year to date return among similar funds creating about  1,549  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 Short-intermediate's earnings, one of the primary drivers of an investment's value.

Short Intermediate Bond Systematic Risk

Short-intermediate's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Short-intermediate 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 ten with a total number of output elements of fifty-one. The Beta measures systematic risk based on how returns on Short Intermediate Bond correlated with the market. If Beta is less than 0 Short-intermediate generally moves in the opposite direction as compared to the market. If Short-intermediate Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Short Intermediate Bond is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Short-intermediate is generally in the same direction as the market. If Beta > 1 Short-intermediate moves generally in the same direction as, but more than the movement of the benchmark.

Short-intermediate Thematic Clasifications

Short Intermediate Bond Fund is part of Long Short Funds investing theme. If you are a theme-oriented, socially responsible, and at the same time, a result-driven investor, you can align your investing habits with your values without jeopardizing your expectations about returns. You can easily create an optimal portfolio of stocks, ETFs, funds, or cryptocurrencies based on a specific theme of your liking. Funds investing in assets with both short and long positions. Funds or Etfs that are designed to hedge away market risk by investing in combination of bonds, stocks, derivative instruments as well as short positions to maximize returns irrespective of market conditions
Long Short FundsView
This theme covers Funds investing in assets with both short and long positions. Funds or Etfs that are designed to hedge away market risk by investing in combination of bonds, stocks, derivative instruments as well as short positions to maximize returns irrespective of market conditions. Get More Thematic Ideas
Short Intermediate Bond Fund is rated # 2 fund in net asset among similar funds. Total Asset Under Management (AUM) of Short-Term Bond category is currently estimated at about 3.94 Billion. Short-intermediate holds roughly 205.33 Million in net asset claiming about 5% of funds listed under Short-Term Bond category.

Short-intermediate November 30, 2024 Opportunity Range

Along with financial statement analysis, the daily predictive indicators of Short-intermediate help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Short Intermediate Bond Fund. We use our internally-developed statistical techniques to arrive at the intrinsic value of Short Intermediate Bond Fund based on widely used predictive technical indicators. In general, we focus on analyzing Short-intermediate Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Short-intermediate's daily price indicators and compare them against related drivers.

Other Information on Investing in Short-intermediate Mutual Fund

Short-intermediate financial ratios help investors to determine whether Short-intermediate 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 Short-intermediate with respect to the benefits of owning Short-intermediate security.
Money Flow Index
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