Amg Managers Brandywine Fund Minimum Initial Investment
BRWIX Fund | USD 40.66 0.05 0.12% |
Amg Managers Brandywine fundamentals help investors to digest information that contributes to Amg Managers' financial success or failures. It also enables traders to predict the movement of Amg Mutual Fund. The fundamental analysis module provides a way to measure Amg Managers' 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 Amg Managers mutual fund.
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Amg Managers Brandywine Mutual Fund Minimum Initial Investment Analysis
Amg Managers' Minimum Initial Investment refers to minimum amount the fund family or category will require an investor to deposit to acquire the very first position in the fund or to open an account. In other words, Minimum Initial Investment is a guarantee that any investment from a purchaser of a fund meets the minimum requirement of the fund.
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Minimum Initial Investment | = | First Fund Deposit |
Current Amg Managers Minimum Initial Investment | 2 K |
Most of Amg Managers' fundamental indicators, such as Minimum Initial Investment, 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, Amg Managers Brandywine is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Fund managers put minimum investment restrictions on fund investments in order to allow the fund to function properly. Minimum restrictions allow fund managers to regulate cash flows of the fund, while guarding it against random trades that may negatively affect fund strategy.
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Based on the recorded statements, Amg Managers Brandywine has a Minimum Initial Investment of 2 K. This is much higher than that of the AMG Funds family and significantly higher than that of the World Large-Stock Blend category. The minimum initial investment for all United States funds is notably lower than that of the firm.
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Fund Asset Allocation for Amg Managers
The fund invests 99.06% of asset under management in tradable equity instruments, with the rest of investments concentrated in cash (0.94%) .Asset allocation divides Amg Managers' 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.
Amg Fundamentals
Price To Earning | 25.71 X | ||||
Price To Book | 3.74 X | ||||
Price To Sales | 1.48 X | ||||
Annual Yield | 0.01 % | ||||
Year To Date Return | 9.47 % | ||||
One Year Return | 18.42 % | ||||
Three Year Return | (1.61) % | ||||
Five Year Return | 7.43 % | ||||
Ten Year Return | 9.91 % | ||||
Net Asset | 610.85 M | ||||
Minimum Initial Investment | 2 K | ||||
Cash Position Weight | 0.94 % | ||||
Equity Positions Weight | 99.06 % |
About Amg Managers Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Amg Managers Brandywine's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Amg Managers using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Amg Managers Brandywine 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.
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Amg Managers 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 Managers security.
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