Ancorathelen Small Mid Cap Fund Fundamentals
| AATSX Fund | USD 22.67 0.05 0.22% |
Ancorathelen Small Mid Cap fundamentals help investors to digest information that contributes to Ancora/thelen Small-mid's financial success or failures. It also enables traders to predict the movement of Ancora/thelen Mutual Fund. The fundamental analysis module provides a way to measure Ancora/thelen Small-mid's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Ancora/thelen Small-mid mutual fund.
Ancora/thelen |
Ancorathelen Small Mid Cap Mutual Fund Year To Date Return Analysis
Ancora/thelen Small-mid's Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
More About Year To Date Return | All Equity Analysis
YTD Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Ancora/thelen Small-mid Year To Date Return | 26.98 % |
Most of Ancora/thelen Small-mid's fundamental indicators, such as Year To Date Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Ancorathelen Small Mid Cap is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
| Competition |
In accordance with the company's disclosures, Ancorathelen Small Mid Cap has a Year To Date Return of 26.9841%. This is much higher than that of the Ancora family and significantly higher than that of the Small Blend category. The year to date return for all United States funds is notably lower than that of the firm.
Ancora/thelen Small-mid Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Ancora/thelen Small-mid's current stock value. Our valuation model uses many indicators to compare Ancora/thelen Small-mid value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Ancora/thelen Small-mid competition to find correlations between indicators driving Ancora/thelen Small-mid's intrinsic value. More Info.Ancorathelen Small Mid Cap is second largest fund in price to earning among similar funds. It also is second largest fund in price to book among similar funds fabricating about 0.07 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Ancorathelen Small Mid Cap is roughly 13.38 . 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 Ancora/thelen Small-mid's earnings, one of the primary drivers of an investment's value.Ancora/thelen Year To Date Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Ancora/thelen Small-mid's direct or indirect competition against its Year To Date Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Ancora/thelen Small-mid could also be used in its relative valuation, which is a method of valuing Ancora/thelen Small-mid by comparing valuation metrics of similar companies.Ancorathelen Small is currently under evaluation in year to date return among similar funds.
Fund Asset Allocation for Ancora/thelen Small-mid
The fund consists of 98.43% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Ancora/thelen Small-mid's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Ancora/thelen Fundamentals
| Price To Earning | 19.13 X | ||||
| Price To Book | 1.43 X | ||||
| Price To Sales | 0.41 X | ||||
| Total Asset | 47.95 M | ||||
| Annual Yield | 0.01 % | ||||
| Year To Date Return | 26.98 % | ||||
| One Year Return | 38.94 % | ||||
| Three Year Return | 8.75 % | ||||
| Five Year Return | 13.28 % | ||||
| Net Asset | 145.94 M | ||||
| Minimum Initial Investment | 1.5 M | ||||
| Last Dividend Paid | 0.09 | ||||
| Cash Position Weight | 1.57 % | ||||
| Equity Positions Weight | 98.43 % |
About Ancora/thelen Small-mid Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Ancorathelen Small Mid Cap's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Ancora/thelen Small-mid using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Ancorathelen Small Mid Cap based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.The fund normally will invest at least 80 percent of its net assets in the equity securities of small to mid cap companies. Currently, the adviser defines a small to mid-cap company to be one whose market capitalization either falls within the capitalization range of the Russell 2500 Index, an index that tracks stocks of 2,500 of the smallest U.S. companies, or is 10 billion or less at the time of investment.
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Ancora/thelen Small-mid financial ratios help investors to determine whether Ancora/thelen 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 Ancora/thelen with respect to the benefits of owning Ancora/thelen Small-mid security.
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