Energy Basic Mutual Fund Money Managers
| SEPCX Fund | USD 10.64 0.10 0.93% |
Energy Basic is run by 2 fund managers with a total tenure of about 9 years, averaging roughly 4.0 years of service per executive, having 0.5 employees per reported executive. Fund managers are in charge of implementing Energy Basic Materials investing strategy and managing its portfolio trading activities. Break down of Energy Basic's management performance can provide insight into the fund's overall performance. Note that fund manager's attribution analysis is becoming a valuable factor that both investors and analysts use to determine the amount of risk that may be associated with Energy Basic's future under-performance.
| John Brim Money Manager Fund Manager since December 29, 2015 |
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| Stephen Smith Executive Fund Manager |
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Energy |
Energy Basic Net Asset Comparison
Energy Basic Materials is rated top fund in net asset among similar funds. Total Asset Under Management (AUM) of Natural Resources category is currently estimated at about 26.62 Million. Energy Basic holds roughly 1.32 Million in net asset claiming about 5% of funds under Natural Resources category.
Energy Basic Materials Benchmark Summation
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The output start index for this execution was zero with a total number of output elements of sixty-one. Energy Basic Materials Price Series Summation is a cross summation of Energy Basic price series and its benchmark/peer.
Energy Basic Notable Stakeholders
An Energy Basic stakeholder refers to an individual interested in an outcome of the business. Different stakeholders have different interests, and companies such as Energy Basic often face trade-offs trying to please all of them. Energy Basic's stakeholders can have a positive or negative influence on the entity's direction, and there are a lot of executives involved in getting Energy Basic's stock to the level that pleases all shareholders. Keeping track of the stakeholders is a great way to stay on top of things affecting its ongoing price.
| John Brim | Fund Manager since December 29, 2015 | Profile | |
| Stephen Smith | Fund Manager | Profile |
About Energy Basic Management Performance
The success or failure of an entity such as Energy Basic Materials often depends on how effective the management is. Energy Basic management team is responsible for propelling the future growth in the right direction and administering and controlling the business activities and accounting for the results. Ineffective management usually contributes to failure in the company's future performance for all stakeholders equally, but most importantly, for investors. So it is important to measure the effectiveness of Energy management before purchasing its stock. In many ways, it's all about finding the answer to one important question - Are they doing the right thing right now? How would we assess whether the Energy management is utilizing all available resources in the best possible way? Also, how well is the company doing relative to others in its sector and the market as a whole? The answer can be found by analyzing a few important fundamental indicators such as return on assets and return on equity.
The fund will normally invest at least 80 percent of its total assets in equity securities issued by U.S. and foreign Energy and Basic Materials Companies, regardless of their stock market value . It utilizes the Standard Poors classification system for purposes of determining whether a company is an Energy or Basic Materials Company. Standard Poors maintains a proprietary classification system similar to the North American Industry Classification System, which classifies companies according to industry sectors and groups.
Please note that past performance is not an indicator of the future performance of Energy Basic, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's 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.
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Energy Basic Materials. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in main economic indicators. Note that the Energy Basic Materials information on this page should be used as a complementary analysis to other Energy Basic's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Headlines Timeline module to stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity.