Tekla Healthcare Financials
| THQ Fund | USD 20.59 0.27 1.33% |
Tekla |
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.
Tekla Healthcare Fund Summary
Tekla Healthcare competes with Gabelli Global, MFS Investment, Eaton Vance, GAMCO Natural, and Invesco High. Tekla Healthcare Opportunities Fund is a closed ended balanced mutual fund launched and managed by Tekla Capital Management LLC. The fund invests in public equity and fixed income markets across the globe. It seeks to invest in securities of companies operating in the healthcare sector. The fund also invests in pooled investment vehicles. For its fixed income portion, the fund invests in corporate debt securities across the credit rating spectrum. It benchmarks the performance of its portfolio against the SP 1500 Healthcare Index and SP 500 Index. Tekla Healthcare Opportunities Fund was formed on April 2, 2014 and is domiciled in the United States.Specialization | null, Health |
| Instrument | USA Fund View All |
| Exchange | New York Stock Exchange |
| ISIN | US8791051043 |
| CUSIP | 879105104 |
| Location | Massachusetts; U.S.A |
| Business Address | 100 Federal Street |
| Fund Family | Financial Services |
| Fund Category | Asset Management |
| Benchmark | Dow Jones Industrial |
| Website | www.teklacap.com/thq.html |
| Phone | 617 772 8500 |
| Currency | USD - US Dollar |
Tekla Healthcare Key Financial Ratios
Tekla Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Tekla Healthcare's current stock value. Our valuation model uses many indicators to compare Tekla Healthcare value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Tekla Healthcare competition to find correlations between indicators driving Tekla Healthcare's intrinsic value. More Info.Tekla Healthcare Opportunities is rated top fund in price to earning among similar funds. It also is rated top fund in beta among similar funds totaling about 0.13 of Beta per Price To Earning. The ratio of Price To Earning to Beta for Tekla Healthcare Opportunities is roughly 7.51 . Comparative valuation analysis is a catch-all technique that is used if you cannot value Tekla Healthcare by discounting back its dividends or cash flows. It compares the stock's price multiples to nearest competition to determine if the stock is relatively undervalued or overvalued.Tekla Healthcare Opp Systematic Risk
Tekla Healthcare's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Tekla Healthcare 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 fourteen with a total number of output elements of fourty-seven. The Beta measures systematic risk based on how returns on Tekla Healthcare Opp correlated with the market. If Beta is less than 0 Tekla Healthcare generally moves in the opposite direction as compared to the market. If Tekla Healthcare Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Tekla Healthcare Opp is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Tekla Healthcare is generally in the same direction as the market. If Beta > 1 Tekla Healthcare moves generally in the same direction as, but more than the movement of the benchmark.
Tekla Healthcare Thematic Clasifications
Tekla Healthcare Opportunities is part of Healthcare 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 investing in healthcare. Funds or Etfs investing in medical and healthcare goods or services as well as hospital management or maintenance organizations
This theme covers Funds investing in healthcare. Funds or Etfs investing in medical and healthcare goods or services as well as hospital management or maintenance organizations. Get More Thematic Ideas
| Healthcare Funds | View |
Tekla Healthcare November 28, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Tekla Healthcare help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Tekla Healthcare Opportunities. We use our internally-developed statistical techniques to arrive at the intrinsic value of Tekla Healthcare Opportunities based on widely used predictive technical indicators. In general, we focus on analyzing Tekla Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Tekla Healthcare's daily price indicators and compare them against related drivers.
| Information Ratio | (0.18) | |||
| Maximum Drawdown | 5.19 | |||
| Value At Risk | (1.67) | |||
| Potential Upside | 1.38 |
Other Information on Investing in Tekla Fund
Tekla Healthcare financial ratios help investors to determine whether Tekla 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 Tekla with respect to the benefits of owning Tekla Healthcare security.
| Portfolio Suggestion Get suggestions outside of your existing asset allocation including your own model portfolios | |
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
| Global Correlations Find global opportunities by holding instruments from different markets | |
| Portfolio Backtesting Avoid under-diversification and over-optimization by backtesting your portfolios |