Kennedy Capital Small Fund Fundamentals
| KGROX Fund | USD 12.70 0.15 1.20% |
Kennedy Capital Small fundamentals help investors to digest information that contributes to Kennedy Capital's financial success or failures. It also enables traders to predict the movement of Kennedy Mutual Fund. The fundamental analysis module provides a way to measure Kennedy Capital's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Kennedy Capital mutual fund.
Kennedy |
Kennedy Capital Small Mutual Fund Net Asset Analysis
Kennedy Capital's Net Asset is the current market value of a fund less its liabilities. In a nutshell, if the fund is liquidated or all of the assets is sold out, the net asset will be the amount that the shareholders would demand back from the fund.
Current Kennedy Capital Net Asset | 554.09 K |
Most of Kennedy Capital's fundamental indicators, such as Net Asset, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Kennedy Capital Small is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Net Asset is the value used in calculating NAV of a fund. NAV (or Net Asset Value) is computed once a day based on the formula that uses closing prices of all positions in the fund's portfolio.
| Competition |
Based on the recorded statements, Kennedy Capital Small has a Net Asset of 554.09 K. This is much higher than that of the Kennedy Capital Management family and significantly higher than that of the Small Growth category. The net asset for all United States funds is notably lower than that of the firm.
Kennedy Capital Small Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Kennedy Capital's current stock value. Our valuation model uses many indicators to compare Kennedy Capital value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Kennedy Capital competition to find correlations between indicators driving Kennedy Capital's intrinsic value. More Info.Kennedy Capital Small is rated below average in annual yield among similar funds. It also is rated below average in net asset among similar funds making up about 173,152,812 of Net Asset per Annual Yield. 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 Kennedy Capital's earnings, one of the primary drivers of an investment's value.Kennedy Net Asset Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Kennedy Capital's direct or indirect competition against its Net Asset to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Kennedy Capital could also be used in its relative valuation, which is a method of valuing Kennedy Capital by comparing valuation metrics of similar companies.Kennedy Capital is rated below average in net asset among similar funds.
Kennedy Fundamentals
| Annual Yield | 0 % | ||||
| Net Asset | 554.09 K |
About Kennedy Capital Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Kennedy Capital Small's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Kennedy Capital using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Kennedy Capital Small based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.Under normal circumstances, the fund invests at least 80 percent of its net assets in equity securities of small capitalization companies. Equity securities include domestic common and preferred stock, American Depositary Receipts , and securities of real estate investment trusts and shares of investment companies, including exchange-traded funds designed to track small cap indices.
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Kennedy Mutual Fund
Kennedy Capital financial ratios help investors to determine whether Kennedy 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 Kennedy with respect to the benefits of owning Kennedy Capital security.
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