Overseas Series Competition

Mutual Funds . USA . 
Fund . Overseas Series Class
EXOSX Fund  USD 32.82  0.12  0.36%   
Overseas Series Class competes with Barloworld, Morningstar Unconstrained, High-yield Municipal, Thrivent High, and Via Renewables; as well as few others. The fund is listed under Foreign Large Growth category and is part of Manning & Napier family. Analyzing Overseas Series competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Overseas Series to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Overseas Series Correlation with its peers.
You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Overseas Series competition on your existing holdings.
  
Specify up to 10 symbols:
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Overseas Series' price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Hype
Prediction
LowEstimatedHigh
32.1432.8233.50
Details
Intrinsic
Valuation
LowRealHigh
29.5433.8834.56
Details
Naive
Forecast
LowNextHigh
31.3031.9832.67
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
31.5532.5533.55
Details

Overseas Series Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Overseas Series and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Overseas and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Overseas Series Class does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio
High positive correlations   
AAEVX
+ 0.94
MSTSX
AAEVX
+ 0.86
LBHIX
XTWO
+ 0.85
LBHIX
GBEMX
+ 0.84
MSTSX
LBHIX
+ 0.82
MSTSX
GBEMX
+ 0.82
AAEVX
  
High negative correlations   
GBEMX
- 0.0
AQUI
XTWO
- 0.0
AQUI
AAEVX
- 0.0
AQUI
VIASP
- 0.0
AQUI
SCAXF
- 0.0
AQUI
LBHIX
- 0.0
AQUI

Risk-Adjusted Indicators

There is a big difference between Overseas Mutual Fund performing well and Overseas Series Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Overseas Series' multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.
Mean DeviationJensen AlphaSortino RatioTreynor RatioSemi DeviationExpected ShortfallPotential UpsideValue @RiskMaximum Drawdown
AQUI  0.00  0.00  0.00  0.00  0.00 
 0.00 
 0.00 
 0.00 
 0.00 
BRRAY  3.24  0.64  0.06 (0.80) 4.01 
(9.56)
 16.06 
(10.26)
 45.69 
MSTSX  0.47  0.02  0.02  0.04  0.69 
(0.47)
 0.92 
(1.29)
 3.08 
ABHYX  0.15  0.00 (0.04)(0.02) 0.16 
(0.20)
 0.34 
(0.35)
 1.03 
LBHIX  0.17  0.01  0.00  0.06  0.12 
(0.29)
 0.49 
(0.25)
 0.98 
SCAXF  4.43  1.78  0.00 (0.21) 0.00 
 0.00 
 0.00 
 0.00 
 182.60 
VIASP  1.28  0.32  0.15  0.23  1.73 
(1.37)
 3.96 
(2.60)
 13.41 
AAEVX  0.48  0.02  0.04  0.04  0.55 
(0.57)
 0.95 
(1.04)
 2.55 
XTWO  0.10  0.00 (0.06) 0.00  0.11 
(0.11)
 0.16 
(0.14)
 1.29 
GBEMX  0.55  0.02  0.02  0.04  0.80 
(0.52)
 1.08 
(1.38)
 3.48 

Overseas Series Competitive Analysis

The better you understand Overseas Series competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Overseas Series' competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Overseas Series' competition over several years is one of the best ways to analyze its investment potential.
    
 Better Than Average     
    
 Worse Than Peers    View Performance Chart
EXOSX AQUI BRRAY MSTSX ABHYX LBHIX SCAXF VIASP AAEVX XTWO
 0.36 
 32.82 
Overseas
 0.00 
 0.01 
Aquagold
 0.00 
 4.65 
Barloworld
 0.09 
 10.93 
Morningstar
 0.34 
 8.77 
High-yield
 0.24 
 4.15 
Thrivent
 34.67 
 0.02 
Sparta
 0.04 
 22.99 
Via
 0.28 
 10.52 
American
 0.12 
 48.81 
Bondbloxx
Market Volatility
(90 Days Market Risk)
Very steady
Very steady
Very risky
Very steady
Very steady
Very steady
Out of control
Very steady
Very steady
Very steady
Market Performance
(90 Days Performance)
OK
Very Weak
OK
Insignificant
Weak
Modest
OK
Good
Modest
Modest
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Average
Low
Low
Low
Low
Low
About Average
Low
Low
Current Valuation
(Equity Enterprise Value)
Under Valued
Over Valued
Over Valued
Fairly Valued
Fairly Valued
Fairly Valued
Under Valued
Under Valued
Fairly Valued
Fairly Valued
Buy or Sell Advice
(Average Analysts Consensus)
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Trade Advice
(90 Days Macroaxis Advice)
Buy
Strong Sell
Strong Sell
Strong Hold
Cautious Hold
Cautious Hold
Strong Sell
Strong Buy
Strong Hold
Cautious Hold
Current Ratio
N/A
N/A
1.49
N/A
N/A
N/A
0.62
3.49
N/A
N/A
Net Asset
630.41 M
3.19 K
54.41 B
116.1 M
672.37 M
674.44 M
3.06 M
355.28 M
5.82 M
35.17 M
Profit Margin
N/A
N/A
0.0519
N/A
N/A
N/A
-0.1
0.0094
N/A
N/A
EBITDA
N/A
(727.69 K)
2.77 B
N/A
N/A
N/A
(21.53 K)
33.09 M
N/A
N/A
Price To Book
2.35
N/A
0.99
N/A
N/A
1.58
34.42
N/A
N/A
N/A
Current Valuation
N/A
912.76 K
1.11 B
N/A
N/A
N/A
5.73 M
535.95 M
N/A
N/A
Operating Margin
N/A
N/A
0.1
N/A
N/A
N/A
-0.15
-0.14
N/A
N/A
Five Year Return
8.75
N/A
3.98
8.65
1.32
2.9
N/A
8.97
N/A
N/A
Retained Earnings
N/A
(4.18 M)
13.37 B
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Current Asset
N/A
N/A
25.84 B
N/A
N/A
N/A
N/A
N/A
N/A
N/A
One Year Return
10.99
N/A
N/A
17.93
5.32
9.49
N/A
N/A
N/A
N/A
Beta
N/A
7.05
0.63
N/A
N/A
N/A
1.75
1.16
N/A
N/A
Cash Position Weight
8.64
N/A
N/A
14.28
0.1
6.56
N/A
N/A
2.21
N/A
Equity Positions Weight
91.35
N/A
N/A
61.63
N/A
0.07
N/A
N/A
87.86
N/A
Number Of Employees
1
7
36
1
1
1
8
169
1
N/A
Shares Outstanding
N/A
965.83 K
185.7 M
N/A
N/A
N/A
233.95 M
N/A
N/A
N/A
Three Year Return
-1.95
N/A
N/A
4.38
-1.8
1.34
N/A
N/A
N/A
N/A
Cash Flow From Operations
N/A
(218.19 K)
1.89 B
N/A
N/A
N/A
210.37 K
12.7 M
N/A
N/A
Annual Yield
0.0125
N/A
0.0543
0.0223
0.0041
0.0582
N/A
0.0972
0.0187
N/A
Total Debt
N/A
N/A
8.64 B
N/A
N/A
N/A
125 K
135 M
N/A
N/A
Return On Equity
N/A
N/A
0.0588
N/A
N/A
N/A
N/A
0.017
N/A
N/A
Bond Positions Weight
N/A
N/A
N/A
22.72
2.0
92.23
N/A
N/A
2.26
N/A
Z Score
N/A
N/A
N/A
N/A
N/A
N/A
37.6
1.0
N/A
N/A
Holdings Turnover
N/A
N/A
N/A
269.0
N/A
N/A
N/A
N/A
N/A
N/A
Return On Asset
N/A
-5.5
0.047
N/A
N/A
N/A
-0.21
-0.11
N/A
N/A
Book Value Per Share
N/A
-1.18
99.76
N/A
N/A
N/A
-0.002
3.66
N/A
N/A
Number Of Shares Shorted
N/A
N/A
N/A
N/A
N/A
N/A
N/A
4.29 K
N/A
N/A
Minimum Initial Investment
N/A
N/A
N/A
N/A
N/A
2 K
N/A
N/A
N/A
N/A
Current Liabilities
N/A
794 K
13.9 B
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Total Asset
87.45 M
3.19 K
54.41 B
215.11 M
243.16 M
347.66 M
3.06 M
355.28 M
2.16 M
35.17 M
Last Dividend Paid
0.28
N/A
4.6
N/A
0.03
0.02
N/A
0.73
N/A
N/A
Debt To Equity
N/A
N/A
0.68
N/A
N/A
N/A
101.0
0.69
N/A
N/A
Target Price
N/A
N/A
7.68
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Short Ratio
N/A
N/A
N/A
N/A
N/A
N/A
N/A
0.7
N/A
N/A
Market Capitalization
N/A
96.58 K
955.54 M
50.36 M
N/A
N/A
7.72 M
N/A
N/A
N/A
Price To Earning
20.39
-0.22
9.18
N/A
N/A
35.48
19.55
26.83
N/A
N/A
Price To Sales
1.8
N/A
0.0285
N/A
N/A
1.23
0.63
N/A
N/A
N/A
Net Income
N/A
(627.79 K)
2.04 B
N/A
N/A
N/A
(609.44 K)
5.2 M
N/A
N/A
Earnings Per Share
N/A
-0.63
0.35
N/A
N/A
N/A
-0.003
1.17
N/A
N/A
Shares Owned By Insiders
N/A
N/A
N/A
N/A
N/A
N/A
9.51
N/A
N/A
N/A
Year To Date Return
4.2
N/A
N/A
5.21
1.12
0.89
N/A
N/A
N/A
N/A
Revenue
N/A
N/A
39.38 B
N/A
N/A
N/A
5.19 M
393.49 M
N/A
N/A
Ten Year Return
4.88
N/A
N/A
N/A
4.84
6.0
N/A
N/A
N/A
N/A
Working Capital
N/A
(794 K)
11.95 B
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Cash And Equivalents
N/A
1.15 K
5.11 B
N/A
N/A
N/A
909.32 K
51.31 M
N/A
N/A
Cash Per Share
N/A
N/A
25.52
N/A
N/A
N/A
N/A
3.23
N/A
N/A
Gross Profit
N/A
(143.88 K)
5.12 B
N/A
N/A
N/A
3.68 M
74.67 M
N/A
N/A
Day Typical Price
32.82
0.006
4.65
10.93
8.77
4.15
0.0196
22.99
10.52
48.81
Daily Balance Of Power
(9,223,372,036,855)
0.0
0.0
9.2 T
9.2 T
9.2 T
(9,223,372,036,855)
(9,223,372,036,855)
(9,223,372,036,855)
9.2 T
Period Momentum Indicator
(0.12)
N/A
N/A
0.01
0.03
0.01
(0.01)
(0.01)
(0.03)
0.06
Rate Of Daily Change
1.0
1.0
1.0
1.0
1.0
1.0
0.65
1.0
1.0
1.0
Day Median Price
32.82
0.006
4.65
10.93
8.77
4.15
0.0196
22.99
10.52
48.81
Price Action Indicator
(0.06)
N/A
N/A
0.005
0.015
0.005
(0.01)
(0.01)
(0.01)
0.03
Coefficient Of Variation
924.18
N/A
1059.5
1619.9
2273.19
1223.64
1093.51
609.96
1443.68
1598.28
Mean Deviation
0.5084
N/A
3.24
0.4731
0.1464
0.1663
4.43
1.28
0.4814
0.1018
Jensen Alpha
0.0559
N/A
0.6439
0.0223
(0)
0.0074
1.78
0.3174
0.0242
(0.001)
Total Risk Alpha
0.0534
N/A
0.5328
0.0202
(0)
0.0052
1.42
0.2997
0.0234
(0)
Sortino Ratio
0.0783
N/A
0.0585
0.0248
(0.04)
(0)
N/A
0.1496
0.0357
(0.06)
Downside Variance
0.4796
N/A
115.03
0.6844
0.0689
0.0991
N/A
4.62
0.4276
0.0272
Standard Deviation
0.6809
N/A
6.85
0.6476
0.2015
0.2279
18.77
2.08
0.6173
0.1562
Kurtosis
1.67
N/A
7.17
1.19
1.41
(0.03)
59.27
4.65
(0.11)
8.62
Potential Upside
1.21
N/A
16.06
0.9242
0.3432
0.4866
N/A
3.96
0.947
0.1644
Treynor Ratio
0.0777
N/A
(0.80)
0.0369
(0.02)
0.0647
(0.21)
0.227
0.036
(0)
Maximum Drawdown
3.57
N/A
45.69
3.08
1.03
0.9792
182.6
13.41
2.55
1.29
Variance
0.4636
N/A
46.9
0.4194
0.0406
0.0519
352.18
4.33
0.3811
0.0244
Market Risk Adjusted Performance
0.0877
N/A
(0.79)
0.0469
(0.01)
0.0747
(0.20)
0.237
0.046
0.0072
Risk Adjusted Performance
0.0684
N/A
0.068
0.0389
0.0065
0.0336
0.0668
0.1094
0.0431
0.0091
Skewness
(0.41)
N/A
1.43
(0.75)
(0.55)
(0.03)
7.39
0.2736
(0.34)
0.3903
Semi Deviation
0.5651
N/A
4.01
0.6913
0.1592
0.1184
N/A
1.73
0.546
0.1067
Information Ratio
0.0796
N/A
0.0915
0.0317
(0.05)
(0)
0.0904
0.1546
0.0378
(0.06)
Value At Risk
(0.85)
N/A
(10.26)
(1.29)
(0.35)
(0.25)
N/A
(2.60)
(1.04)
(0.14)
Expected Short fall
(0.58)
N/A
(9.56)
(0.47)
(0.20)
(0.29)
N/A
(1.37)
(0.57)
(0.11)
Downside Deviation
0.6925
N/A
10.72
0.8273
0.2624
0.3149
N/A
2.15
0.6539
0.165
Semi Variance
0.3193
N/A
16.09
0.4778
0.0253
0.014
N/A
2.98
0.2981
0.0114

Overseas Series Competition Performance Charts

Five steps to successful analysis of Overseas Series Competition

Overseas Series' competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Overseas Series Class in relation to its competition. Overseas Series' competition analysis typically involves several steps, including:
  • Identifying the key players in the market: This involves identifying the major competitors of Overseas Series in the market, both direct and indirect, as well as new entrants and disruptive technologies.
  • Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
  • Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Overseas Series' competitive landscape.
  • Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Overseas Series Class, and developing a strategy to address them.
  • Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.
Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Overseas Series position

In addition to having Overseas Series in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Broad Commodities ETFs
Broad Commodities ETFs Theme
ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Broad Commodities ETFs theme has 25 constituents at this time.
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Other Information on Investing in Overseas Mutual Fund

Overseas Series financial ratios help investors to determine whether Overseas 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 Overseas with respect to the benefits of owning Overseas Series security.
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