Stralem Equity Financials
| STRAX Fund | USD 31.11 0.08 0.26% |
Stralem |
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.
Stralem Equity Fund Summary
Stralem Equity competes with Sterling Capital, Sterling Capital, Sterling Capital, Sterling Capital, and Sterling Capital. The fund normally invests at least 80 percent of its net assets plus borrowings for investment purposes in the equity securities of large companies. Large companies are defined as companies with market capitalizations within the range of those companies in the Standard Poors 500 Index at the time of purchase.Specialization | Large Value, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Sterling Capital Funds |
| Mutual Fund Family | Sterling Capital Funds |
| Mutual Fund Category | Large Value |
| Benchmark | Dow Jones Industrial |
| Phone | 800 228 1872 |
| Currency | USD - US Dollar |
Stralem Equity Key Financial Ratios
Stralem Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Stralem Equity's current stock value. Our valuation model uses many indicators to compare Stralem Equity value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Stralem Equity competition to find correlations between indicators driving Stralem Equity's intrinsic value. More Info.Stralem Equity Fund is rated top fund in annual yield among similar funds. It also is rated top fund in year to date return among similar funds creating about 1,395 of Year To Date Return 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 Stralem Equity's earnings, one of the primary drivers of an investment's value.Stralem Equity Systematic Risk
Stralem Equity's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Stralem Equity 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 ten with a total number of output elements of fifty-one. The Beta measures systematic risk based on how returns on Stralem Equity correlated with the market. If Beta is less than 0 Stralem Equity generally moves in the opposite direction as compared to the market. If Stralem Equity Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Stralem Equity is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Stralem Equity is generally in the same direction as the market. If Beta > 1 Stralem Equity moves generally in the same direction as, but more than the movement of the benchmark.
Stralem Equity December 15, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Stralem Equity help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Stralem Equity Fund. We use our internally-developed statistical techniques to arrive at the intrinsic value of Stralem Equity Fund based on widely used predictive technical indicators. In general, we focus on analyzing Stralem Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Stralem Equity's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.484 | |||
| Information Ratio | 0.0088 | |||
| Maximum Drawdown | 4.24 | |||
| Value At Risk | (0.78) | |||
| Potential Upside | 1.22 |
Other Information on Investing in Stralem Mutual Fund
Stralem Equity financial ratios help investors to determine whether Stralem 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 Stralem with respect to the benefits of owning Stralem Equity security.
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