Fundvantage Trust Financials
PBBIX Fund | USD 10.13 0.01 0.1% |
Fundvantage |
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.
Fundvantage Trust Fund Summary
Fundvantage Trust competes with Prnpl Inv, Polen Global, Polen Global, Polen International, and Polen International. The fund pursues its investment objective by seeking to outperform the broader high yield market over a complete credit cycle. The credit cycle is a cyclical event that generally occurs over a several year timeframe as access to credit increases or decreases for borrowers. It seeks to achieve its objective mainly by investing in U.S. dollar-denominated high yield fixed income securities.Instrument | USA Mutual Fund View All |
Exchange | NMFQS Exchange |
Mutual Fund Family | Polen Capital |
Mutual Fund Category | High Yield Bond |
Benchmark | Dow Jones Industrial |
Currency | USD - US Dollar |
Fundvantage Trust Systematic Risk
Fundvantage Trust's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Fundvantage Trust 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 with a total number of output elements of fourty-one. The Beta measures systematic risk based on how returns on Fundvantage Trust correlated with the market. If Beta is less than 0 Fundvantage Trust generally moves in the opposite direction as compared to the market. If Fundvantage Trust Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Fundvantage Trust is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Fundvantage Trust is generally in the same direction as the market. If Beta > 1 Fundvantage Trust moves generally in the same direction as, but more than the movement of the benchmark.
Fundvantage Trust Thematic Clasifications
Fundvantage Trust is part of several thematic ideas from Corporate Bonds Funds to Aggressive Funds. 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. Get More Thematic IdeasFundvantage Trust March 22, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Fundvantage Trust help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Fundvantage Trust . We use our internally-developed statistical techniques to arrive at the intrinsic value of Fundvantage Trust based on widely used predictive technical indicators. In general, we focus on analyzing Fundvantage Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Fundvantage Trust's daily price indicators and compare them against related drivers.
Information Ratio | 0.2464 | |||
Maximum Drawdown | 1.19 | |||
Value At Risk | (0.29) | |||
Potential Upside | 0.4995 |
Other Information on Investing in Fundvantage Mutual Fund
Fundvantage Trust financial ratios help investors to determine whether Fundvantage 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 Fundvantage with respect to the benefits of owning Fundvantage Trust security.
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