Professionally Managed Portfolios Etf Profile
CAFX Etf | 24.65 0.04 0.16% |
Performance10 of 100
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Professionally Managed is trading at 24.65 as of the 28th of November 2024; that is 0.16 percent up since the beginning of the trading day. The etf's open price was 24.61. Professionally Managed has 50 percent odds of going through some form of financial distress in the next two years but had a very ok returns during the last 90 days. Equity ratings for Professionally Managed Portfolios are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 9th of December 2022 and ending today, the 28th of November 2024. Click here to learn more.
IPO Date 10th of September 2024 |
Professionally Etf Highlights
Thematic Ideas | (View all Themes) |
Business Concentration | Broad Debt ETFs, Investment Grade ETFs (View all Sectors) |
Issuer | Congress Asset Management |
Inception Date | 2024-09-09 |
Entity Type | Regulated Investment Company |
Asset Under Management | 89.15 Million |
Asset Type | Fixed Income |
Category | Broad Debt |
Focus | Investment Grade |
Market Concentration | Developed Markets |
Region | North America |
Administrator | U.S. Bancorp Fund Services, LLC |
Advisor | Congress Asset Management Company, LLP |
Custodian | U.S. Bank, N.A. |
Distributor | Quasar Distributors, LLC |
Portfolio Manager | Jeff Porter, John Beaver, Brian Guild, John Corrigan |
Transfer Agent | U.S. Bancorp Fund Services, LLC |
Exchange | NYSE Arca, Inc. |
Number of Constituents | 37.0 |
Market Maker | Jane Street |
Total Expense | 0.35 |
Management Fee | 0.35 |
Name | Professionally Managed Portfolios |
Currency Code | USD |
Code | CAFX |
Country Name | USA |
Open Figi | BBG01PH9B6T8 |
Updated At | 16th of September 2024 |
Currency Name | US Dollar |
Type | Common Stock |
I P O Date | 10th of September 2024 |
Is Delisted | false |
Professionally Managed Portfolios [CAFX] is traded in USA and was established null. The fund is not filed under any group at this time. The fund currently have in assets under management (AUM).
Check Professionally Managed Probability Of Bankruptcy
Professionally Managed Risk Profiles
The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Professionally Managed. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.
Risk Adjusted Performance | (0.1) | |||
Jensen Alpha | (0.03) | |||
Total Risk Alpha | (0.08) | |||
Treynor Ratio | 1.41 |
Professionally Managed Against Markets
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Professionally Managed Portfolios. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in census. You can also try the Portfolio Manager module to state of the art Portfolio Manager to monitor and improve performance of your invested capital.
The market value of Professionally Managed is measured differently than its book value, which is the value of Professionally that is recorded on the company's balance sheet. Investors also form their own opinion of Professionally Managed's value that differs from its market value or its book value, called intrinsic value, which is Professionally Managed's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Professionally Managed's market value can be influenced by many factors that don't directly affect Professionally Managed's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Professionally Managed's value and its price as these two are different measures arrived at by different means. Investors typically determine if Professionally Managed is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Professionally Managed's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.