Sustainable Equity Financials
| AFDIX Fund | USD 53.37 0.49 0.93% |
Sustainable |
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.
Sustainable Equity Fund Summary
Sustainable Equity competes with Disciplined Growth, Focused Dynamic, Small Cap, Mid Cap, and Global Growth. The fund will generally invest in large capitalization companies the advisor believes show sustainable business improvement using a proprietary multi-factor model that combines fundamental measures of a stocks value and growth potential with ESG metrics. The model assigns each security a financial metrics score and an ESG score that are combined on an equal basis to create an overall score. To measure growth, the managers may use the rate of growth of a companys earnings and cash flow and changes in its earnings estimates.Specialization | Large Blend, Large Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US02508H6009 |
| Business Address | American Century Mutual |
| Mutual Fund Family | American Century Investments |
| Mutual Fund Category | Large Blend |
| Benchmark | Dow Jones Industrial |
| Phone | 800 345 2021 |
| Currency | USD - US Dollar |
Sustainable Equity Key Financial Ratios
Sustainable Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Sustainable Equity's current stock value. Our valuation model uses many indicators to compare Sustainable Equity value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Sustainable Equity competition to find correlations between indicators driving Sustainable Equity's intrinsic value. More Info.Sustainable Equity Fund is the top fund in price to earning among similar funds. It also is the top fund in price to book among similar funds fabricating about 0.15 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Sustainable Equity Fund is roughly 6.67 . 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 Sustainable Equity's earnings, one of the primary drivers of an investment's value.Sustainable Equity Systematic Risk
Sustainable Equity's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Sustainable 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.
Incorrect Input. Please change your parameters or increase the time horizon required for running this function. The output start index for this execution was zero with a total number of output elements of zero. The Beta measures systematic risk based on how returns on Sustainable Equity correlated with the market. If Beta is less than 0 Sustainable Equity generally moves in the opposite direction as compared to the market. If Sustainable Equity Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Sustainable Equity is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Sustainable Equity is generally in the same direction as the market. If Beta > 1 Sustainable Equity moves generally in the same direction as, but more than the movement of the benchmark.
Sustainable Equity December 22, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Sustainable Equity help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Sustainable Equity Fund. We use our internally-developed statistical techniques to arrive at the intrinsic value of Sustainable Equity Fund based on widely used predictive technical indicators. In general, we focus on analyzing Sustainable Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Sustainable Equity's daily price indicators and compare them against related drivers.
| Information Ratio | (0.08) | |||
| Maximum Drawdown | 9.01 | |||
| Value At Risk | (1.45) | |||
| Potential Upside | 0.9266 |
Other Information on Investing in Sustainable Mutual Fund
Sustainable Equity financial ratios help investors to determine whether Sustainable 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 Sustainable with respect to the benefits of owning Sustainable Equity security.
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