Federated Equity Financials
| LEIFX Fund | USD 26.52 0.06 0.23% |
FEDERATED |
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.
Federated Equity Fund Summary
Federated Equity competes with Dodge Cox, American Mutual, American Funds, American Funds, and American Mutual. The fund invests primarily in income-producing equity securities. Its holdings ordinarily will be in mid-capitalization to large-capitalization domestic companies, although the fund may invest across all market capitalizations. The fund may also invest, to a lesser extent, in securities of foreign issuers, and may invest in real estate investment trusts and securities of other investment companies. It will invest its assets so that at least 80 percent of its net assets are invested in income-producing equity investments.Specialization | Large Value, Large Value |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US3139151001 |
| Business Address | Federated Equityome |
| Mutual Fund Family | Federated |
| Mutual Fund Category | Large Value |
| Benchmark | Dow Jones Industrial |
| Phone | 800 341 7400 |
| Currency | USD - US Dollar |
Federated Equity Key Financial Ratios
FEDERATED Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Federated Equity's current stock value. Our valuation model uses many indicators to compare Federated Equity value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Federated Equity competition to find correlations between indicators driving Federated Equity's intrinsic value. More Info.Federated Equity Income is rated third overall fund in price to earning among similar funds. It is rated below average in price to book among similar funds fabricating about 0.13 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Federated Equity Income is roughly 7.83 . 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 Federated Equity's earnings, one of the primary drivers of an investment's value.Federated Equity Income Systematic Risk
Federated Equity's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Federated 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.
The output start index for this execution was ten with a total number of output elements of fifty-one. The Beta measures systematic risk based on how returns on Federated Equity Income correlated with the market. If Beta is less than 0 Federated Equity generally moves in the opposite direction as compared to the market. If Federated Equity Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Federated Equity Income is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Federated Equity is generally in the same direction as the market. If Beta > 1 Federated Equity moves generally in the same direction as, but more than the movement of the benchmark.
Federated Equity November 29, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Federated Equity help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Federated Equity Income. We use our internally-developed statistical techniques to arrive at the intrinsic value of Federated Equity Income based on widely used predictive technical indicators. In general, we focus on analyzing FEDERATED Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Federated Equity's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.609 | |||
| Information Ratio | (0.08) | |||
| Maximum Drawdown | 3.86 | |||
| Value At Risk | (0.94) | |||
| Potential Upside | 0.9929 |
Other Information on Investing in FEDERATED Mutual Fund
Federated Equity financial ratios help investors to determine whether FEDERATED 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 FEDERATED with respect to the benefits of owning Federated Equity security.
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