Aston Montag Financials
| MCGFX Fund | USD 13.98 0.24 1.69% |
Aston |
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.
Aston Montag Fund Summary
Aston Montag competes with Credit Suisse, Selected American, Causeway International, Marsico Focus, and Mainstay Epoch. Under normal circumstances, the fund invests at least 80 percent of its net assets, plus the amount of any borrowings for investment purposes, in securities of large-capitalization companies. It primarily invests in equity securities. The fund may continue to hold securities of a portfolio company that subsequently drops below or appreciates above the large-capitalization threshold. It is non-diversified.Specialization | Large Growth, Large Growth |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US00171A5974 |
| Business Address | AMG Funds IV |
| Mutual Fund Family | AMG Funds |
| Mutual Fund Category | Large Growth |
| Benchmark | Dow Jones Industrial |
| Phone | 800 548 4539 |
| Currency | USD - US Dollar |
Aston Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Aston Montag's current stock value. Our valuation model uses many indicators to compare Aston Montag value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Aston Montag competition to find correlations between indicators driving Aston Montag's intrinsic value. More Info.Aston Montag Caldwell 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 2.79 of Price To Book per Price To Earning. 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 Aston Montag's earnings, one of the primary drivers of an investment's value.Aston Montag Caldwell Systematic Risk
Aston Montag's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Aston Montag 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 thirty with a total number of output elements of thirty-one. The Beta measures systematic risk based on how returns on Aston Montag Caldwell correlated with the market. If Beta is less than 0 Aston Montag generally moves in the opposite direction as compared to the market. If Aston Montag Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Aston Montag Caldwell is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Aston Montag is generally in the same direction as the market. If Beta > 1 Aston Montag moves generally in the same direction as, but more than the movement of the benchmark.
Aston Montag December 14, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Aston Montag help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Aston Montag Caldwell. We use our internally-developed statistical techniques to arrive at the intrinsic value of Aston Montag Caldwell based on widely used predictive technical indicators. In general, we focus on analyzing Aston Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Aston Montag's daily price indicators and compare them against related drivers.
| Downside Deviation | 1.01 | |||
| Information Ratio | (0.04) | |||
| Maximum Drawdown | 4.5 | |||
| Value At Risk | (1.63) | |||
| Potential Upside | 1.3 |
Other Information on Investing in Aston Mutual Fund
Aston Montag financial ratios help investors to determine whether Aston 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 Aston with respect to the benefits of owning Aston Montag security.
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