Amg Southernsun Financials
| SSSFX Fund | USD 21.59 0.26 1.19% |
Amg |
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.
Amg Southernsun Fund Summary
Amg Southernsun competes with Hodges Small, Walthausen Small, Matthew 25, and Amg Yacktman. Under normal circumstances, the fund invests at least 80 percent of its net assets, plus any borrowings for investment purposes, measured at the time of purchase in small-capitalization securities. The fund typically invests in 20-40 companies that the Adviser believes are niche dominant and attractively valued with financial flexibility and uniquely fitted management teams. It is non-diversified.Specialization | Small Blend, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US00170K5544 |
| Business Address | Advisors Inner Circle |
| Mutual Fund Family | AMG Funds |
| Mutual Fund Category | Small Blend |
| Benchmark | Dow Jones Industrial |
| Phone | 800 835 3879 |
| Currency | USD - US Dollar |
Amg Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Amg Southernsun's current stock value. Our valuation model uses many indicators to compare Amg Southernsun value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Amg Southernsun competition to find correlations between indicators driving Amg Southernsun's intrinsic value. More Info.Amg Southernsun Small is rated top fund in price to earning among similar funds. It also is rated top 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 Amg Southernsun Small is roughly 7.27 . 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 Amg Southernsun's earnings, one of the primary drivers of an investment's value.Amg Southernsun Small Systematic Risk
Amg Southernsun's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Amg Southernsun 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 Amg Southernsun Small correlated with the market. If Beta is less than 0 Amg Southernsun generally moves in the opposite direction as compared to the market. If Amg Southernsun Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Amg Southernsun Small is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Amg Southernsun is generally in the same direction as the market. If Beta > 1 Amg Southernsun moves generally in the same direction as, but more than the movement of the benchmark.
Amg Southernsun March 23, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Amg Southernsun help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Amg Southernsun Small. We use our internally-developed statistical techniques to arrive at the intrinsic value of Amg Southernsun Small based on widely used predictive technical indicators. In general, we focus on analyzing Amg Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Amg Southernsun's daily price indicators and compare them against related drivers.
| Information Ratio | (0.18) | |||
| Maximum Drawdown | 15.61 | |||
| Value At Risk | (2.49) | |||
| Potential Upside | 1.38 |
Other Information on Investing in Amg Mutual Fund
Amg Southernsun financial ratios help investors to determine whether Amg 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 Amg with respect to the benefits of owning Amg Southernsun security.
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