Large Cap Financials
| IICAX Fund | USD 12.33 0.04 0.32% |
Large |
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.
Large Cap Fund Summary
Large Cap competes with Walden Equity, Large Cap, Buffalo Dividend, Edgar Lomax, and Boston Trust. The fund invests in equity securities of U.S.-based companies whose growth, cash flow, earnings and dividend prospects are promising and whose securities are reasonably priced and have the potential for capital appreciation in the opinion of the Adviser. The Adviser looks for companies with strong balance sheets, attractive return on capital and sustainable earnings growth.Specialization | Large Blend, Large Value |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | AMF |
| Mutual Fund Family | AMF |
| Mutual Fund Category | Large Blend |
| Benchmark | Dow Jones Industrial |
| Phone | 800 247 9780 |
| Currency | USD - US Dollar |
Large Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Large Cap's current stock value. Our valuation model uses many indicators to compare Large Cap value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Large Cap competition to find correlations between indicators driving Large Cap's intrinsic value. More Info.Large Cap Equity is rated below average in price to earning among similar funds. It is rated fifth overall fund in price to book among similar funds fabricating about 0.17 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Large Cap Equity is roughly 5.94 . 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 Large Cap's earnings, one of the primary drivers of an investment's value.Large Cap Equity Systematic Risk
Large Cap's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Large Cap 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 Large Cap Equity correlated with the market. If Beta is less than 0 Large Cap generally moves in the opposite direction as compared to the market. If Large Cap Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Large Cap Equity is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Large Cap is generally in the same direction as the market. If Beta > 1 Large Cap moves generally in the same direction as, but more than the movement of the benchmark.
Large Cap December 4, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Large Cap help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Large Cap Equity. We use our internally-developed statistical techniques to arrive at the intrinsic value of Large Cap Equity based on widely used predictive technical indicators. In general, we focus on analyzing Large Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Large Cap's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.7351 | |||
| Information Ratio | (0.07) | |||
| Maximum Drawdown | 2.67 | |||
| Value At Risk | (1.16) | |||
| Potential Upside | 0.9992 |
Other Information on Investing in Large Mutual Fund
Large Cap financial ratios help investors to determine whether Large 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 Large with respect to the benefits of owning Large Cap security.
| Price Transformation Use Price Transformation models to analyze the depth of different equity instruments across global markets | |
| Correlation Analysis Reduce portfolio risk simply by holding instruments which are not perfectly correlated |