Fpa Queens Financials
| QRSAX Fund | USD 40.61 0.10 0.25% |
Fpa |
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.
Fpa Queens Fund Summary
Fpa Queens competes with Calvert Short, Pioneer Short, Barings Active, Touchstone Ultra, and Vanguard Institutional. The fund seeks to achieve its investment objective by investing primarily in the equity securities of small capitalization U.S. companies. Under normal circumstances, it will invest at least 80 percent of its assets in equity securities of companies with small market capitalization.Specialization | Small Value, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Bragg Capital Trust |
| Mutual Fund Family | FPA |
| Mutual Fund Category | Small Value |
| Benchmark | Dow Jones Industrial |
| Phone | 800 638 3060 |
| Currency | USD - US Dollar |
Fpa Queens Key Financial Ratios
Fpa Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Fpa Queens's current stock value. Our valuation model uses many indicators to compare Fpa Queens value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Fpa Queens competition to find correlations between indicators driving Fpa Queens's intrinsic value. More Info.Fpa Queens Road is rated top fund in annual yield among similar funds. It also is rated top fund in net asset among similar funds making up about 88,125,132,152 of Net Asset 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 Fpa Queens' earnings, one of the primary drivers of an investment's value.Fpa Queens Road Systematic Risk
Fpa Queens' systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Fpa Queens 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-one with a total number of output elements of fourty. The Beta measures systematic risk based on how returns on Fpa Queens Road correlated with the market. If Beta is less than 0 Fpa Queens generally moves in the opposite direction as compared to the market. If Fpa Queens Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Fpa Queens Road is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Fpa Queens is generally in the same direction as the market. If Beta > 1 Fpa Queens moves generally in the same direction as, but more than the movement of the benchmark.
Fpa Queens Thematic Clasifications
Fpa Queens Road is part of Small Value 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 with small to mid capitalization value equities. Funds or Etfs that invest in the undervalued stocks of small to mid-sized companies
This theme covers Funds with small to mid capitalization value equities. Funds or Etfs that invest in the undervalued stocks of small to mid-sized companies. Get More Thematic Ideas
Fpa Queens Road is rated top fund in net asset among similar funds. Total Asset Under Management (AUM) of Small Value category is currently estimated at about 13.67 Billion. Fpa Queens holds roughly 696.19 Million in net asset claiming about 5% of funds listed under Small Value category.| Small Value Funds | View |
Fpa Queens February 17, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Fpa Queens help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Fpa Queens Road. We use our internally-developed statistical techniques to arrive at the intrinsic value of Fpa Queens Road based on widely used predictive technical indicators. In general, we focus on analyzing Fpa Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Fpa Queens's daily price indicators and compare them against related drivers.
| Information Ratio | (0.08) | |||
| Maximum Drawdown | 6.48 | |||
| Value At Risk | (1.30) | |||
| Potential Upside | 1.37 |
Other Information on Investing in Fpa Mutual Fund
Fpa Queens financial ratios help investors to determine whether Fpa 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 Fpa with respect to the benefits of owning Fpa Queens security.
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