Macroaxis: Personalized Investing
Simple Personalized Investing

SP 500   1,669   2.87  Index Moved Up 0.17%
RWMBX RWMCX RWMFX CWMEX Conglomerates Macroaxis Picks Recreation Iron 
United States GSPC USD ...  |  Company Directory


Processing
Collecting data for FAIRX

Fairholme quote and profile

 
 Companies |  Insiders  | Dashboard  
     
38.29
  
FUND
0.04  Macroaxis: 0.1 Up   0.10%  
May 21 2013 

Diversification Suggestion

Use Fairholme to enhance returns of your portfolios. The fund experiences normal upward fluctuation
Analyze Fairholme Trend or Check current 30 days Fairholme correlation with market (S&P 500)
1 Month Beta 1.7  
Highest Price:  
Lowest Price:  
38.59  
33.44  
May 14 2013 
April 22 2013 
As market goes up, the company is expected to significantly outperform it. However, if the market returns are negative, Fairholme will likely underperform.
Fairholme Large BetaFairholme Beta Legend
FAIRX United States NASDAQ
Fairholme
Fairholme
Large Value
Benchmark S&P 500
Contact Number: 866. 202. 2263
Currency: USD - US Dollar
Traded on NASDAQ Stock Exchange
    
Number of Employees1
Net Asset7.68 B
 United States Nasdaq   0.97 % Macroaxis: 0.97 Moved Up  
 
 United States SP 500   0.17 % Macroaxis: 0.17 Moved Up  
 
 United States NYSE   0.11 % Macroaxis: 0.11 Moved Up  
 
 thisGreen FAIRX FAIRX agains markets  0.10 % Macroaxis: 0.1 Moved Up  
 
 United States Russel   0.08 % Macroaxis: 0.08 Moved Up  
 
Compare to Competition Get Alpha   Get Advice
    
Bruce Berkowitz  Money Manager
Fund Manager since December 28, 1999
Bruce R. Berkowitz is the Founder, Managing Member and Chief Investment Officer of Fairholme Capital Management and President and a Director of Fairholme Funds, Inc. Mr. Berkowitz received a Bachelor of Arts in Economics...
    

Fairholme Price and Market Media

The median price of Fairholme for the period between Sun, Apr 21, 2013 and Tue, May 21, 2013 is 37.23 with a coefficient of variation of 4.25. The daily time series for the period is distributed with a sample standard deviation of 1.55, arithmetic mean of 36.57, and mean deviation of 1.38. The Fund did not receive any noticable media coverage during the period.
Fairholme         SP 500
Price Growth (%)
 

Fairholme Summary

Fairholme [FAIRX] is traded in USA and was established in December 28, 1999. The fund is listed under Large Value category and is part of Fairholme family. This fund currently has accumulated 7.68 B in assets under management (AUM) with minimum initial investment of 10 K. Fairholme is currently producing year-to-date (YTD) return of 8.4%, while the total return for the last 3 years was 11.15%.

Fund Instrument Allocation for Fairholme

The fund consists of 88.02% investments in stocks, with the rest of investments allocated between bonds, cashand various exotic instruments.
Past Market
Over 30
Days
24
Out Of
100
 
Chance of
More
Than
71 %
 
Follow Fairholme with Macroaxis syndicated feed, custom widget, or your favorite custom stock ticker
Add To Reader
 
Add Fairholme to your reader
 

Fairholme Research Report

Fairholme vs. American

Correlation analysis and fundamentals comparison between Fairholme and American Funds Washi

Fairholme Asset Under Management

Fairholme is rated below average in net asset among similar funds. Total Asset Under Management (AUM) of Large Value category is currently estimated at about 586.78 Billion. Fairholme claims roughly 7.68 Billion in net asset contributing just under 2% to funds under Large Value category.

Fairholme Fundamentals

Cash Position Weight vs Price to Earning
One Year Return vs Minimum Initial Investment
Cash Position Weight vs Ten Year Return
Bond Positions Weight vs Minimum Initial Investment

Fairholme vs Competition

Fairholme vs. American Funds Washington Mutual R2
Fairholme vs. American Funds Washington Mutual R3
Fairholme vs. American Funds Washington Mutual R5
Fairholme vs. American Funds Washington Mutual 529E
Fairholme vs. American Funds Washington Mutual F1
Fairholme vs. American Funds Washington Mutual C
Fairholme vs. American Funds Washington Mutual 529F
Fairholme vs. American Funds Washington Mutual 529B
Fairholme vs. American Funds Washington Mutual A
Fairholme vs. American Funds Washington Mutual R4

Fairholme May 21 2013 Opportunity Range

Downside Deviation1.04
Information Ratio0.2381
Maximum Drawdown4.96
Value At Risk(1.30)
Potential Upside3.2

 
Analytics
Risk Adjusted Returns Landscape
Live Efficient Frontier
Market Correlation Analysis
Watchlist Analysis
Financial Content
Portfolio Estimation and Projections
Portfolio Theme Builder
 
 
Research Modules
Equities Backtesting Analysis
Instant Retirement Optimizer
Cross-portfolio RSS and Mobile Access
Company, fund, and ETF Directory
Financial Advisor Directory
Insider and Manager Directory
Wealth Management
 Gadgets, Widgets, and Apps          
  
 
Services And Technology
Frequently Asked Questions
Quick Product Tour
Product Technology Overview
Solution Methodology
Plans and Pricing
 
Free Investor Tools
World Market Correlations
Instant Equity Comparator
Watchlist Analysis
Position Suggestions
Equity Alpha Analysis
 
About Us
About Macroaxis
Contact Us
Product Terms Of Use
Service Privacy Policy
Advertising Opportunities
Content

Thanks for checking out Macroaxis

Tell us what you like and what you don't like. We promise we'll not only listen but write you back

Contact Us
Macroaxis is user-driven community of investors. We appreciate any feedback or comment you can provide. Please fill out our quick survey to help us provide your with a better service and user experience

Fill Out Quick Survey
Most of the functionality on our site is free to use. However we do provide premium service to sophisticated investors. Our premium subscription will give you unprecedented capabilities to optimize your portfolios using robust financial analysis toolkit, fast mean-variance optimization engine, and proven portfolio theory

Go Premium