Lateef Focused Financials
| LIMAX Fund | USD 7.41 0.07 0.95% |
Lateef |
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.
Lateef Focused Fund Summary
Lateef Focused competes with Adams Natural, World Energy, Pgim Jennison, Energy Services, and Cohen Steers. The fund normally invests in the common stocks of approximately 15 to 25 mid- and large-cap companies with market capitalizations greater than 2 billion that have, in the Advisers opinion, a sustainable competitive advantage. Lateef Focused is traded on NASDAQ Exchange in the United States.| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | FundVantage Trust |
| Mutual Fund Family | Lateef |
| Mutual Fund Category | Large Growth |
| Benchmark | Dow Jones Industrial |
| Phone | 866 499 2151 |
| Currency | USD - US Dollar |
Lateef Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Lateef Focused's current stock value. Our valuation model uses many indicators to compare Lateef Focused value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Lateef Focused competition to find correlations between indicators driving Lateef Focused's intrinsic value. More Info.Lateef Focused Growth is number one fund in price to earning among similar funds. It also is number one fund in price to book among similar funds fabricating about 0.14 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Lateef Focused Growth is roughly 6.95 . 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 Lateef Focused's earnings, one of the primary drivers of an investment's value.Lateef Focused Growth Systematic Risk
Lateef Focused's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Lateef Focused 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-four with a total number of output elements of thirty-seven. The Beta measures systematic risk based on how returns on Lateef Focused Growth correlated with the market. If Beta is less than 0 Lateef Focused generally moves in the opposite direction as compared to the market. If Lateef Focused Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Lateef Focused Growth is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Lateef Focused is generally in the same direction as the market. If Beta > 1 Lateef Focused moves generally in the same direction as, but more than the movement of the benchmark.
Lateef Focused January 22, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Lateef Focused help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Lateef Focused Growth. We use our internally-developed statistical techniques to arrive at the intrinsic value of Lateef Focused Growth based on widely used predictive technical indicators. In general, we focus on analyzing Lateef Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Lateef Focused's daily price indicators and compare them against related drivers.
| Downside Deviation | 1.19 | |||
| Information Ratio | 0.047 | |||
| Maximum Drawdown | 5.84 | |||
| Value At Risk | (1.56) | |||
| Potential Upside | 1.72 |
Other Information on Investing in Lateef Mutual Fund
Lateef Focused financial ratios help investors to determine whether Lateef 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 Lateef with respect to the benefits of owning Lateef Focused security.
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