North Square Financials
| NMKBX Fund | USD 8.88 0.03 0.34% |
North |
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.
North Square Fund Summary
North Square competes with Delaware Limited-term, American Funds, Blackrock Conservative, Aqr Diversified, and Massmutual Premier. The fund invests at least 80 percent of its net assets in fixed and floating rate investment grade securities. The advisor focuses on investments in fixed maturity and callable U.S. government agency securities and high quality corporate bonds, agency mortgages and other investment grade securitized holdings, seeking to minimize the potential for loss of principal due to credit risk.| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | North Square Investments |
| Mutual Fund Family | North Square |
| Mutual Fund Category | Intermediate Core Bond |
| Benchmark | Dow Jones Industrial |
| Phone | 855 551 5521 |
| Currency | USD - US Dollar |
North Square Key Financial Ratios
North Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining North Square's current stock value. Our valuation model uses many indicators to compare North Square value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across North Square competition to find correlations between indicators driving North Square's intrinsic value. More Info.North Square Mckee is number one fund in net asset among similar funds. It is regarded fifth largest fund in last dividend paid among similar funds . The ratio of Net Asset to Last Dividend Paid for North Square Mckee is about 12,277,000,000 . 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 North Square's earnings, one of the primary drivers of an investment's value.North Square Mckee Systematic Risk
North Square's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. North Square 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 North Square Mckee correlated with the market. If Beta is less than 0 North Square generally moves in the opposite direction as compared to the market. If North Square Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one North Square Mckee is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of North Square is generally in the same direction as the market. If Beta > 1 North Square moves generally in the same direction as, but more than the movement of the benchmark.
North Square December 3, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of North Square help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of North Square Mckee. We use our internally-developed statistical techniques to arrive at the intrinsic value of North Square Mckee based on widely used predictive technical indicators. In general, we focus on analyzing North Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build North Square's daily price indicators and compare them against related drivers.
| Information Ratio | (0.44) | |||
| Maximum Drawdown | 1.25 | |||
| Value At Risk | (0.57) | |||
| Potential Upside | 0.4469 |
Other Information on Investing in North Mutual Fund
North Square financial ratios help investors to determine whether North 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 North with respect to the benefits of owning North Square security.
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