Castle Mutual Fund Money Managers

MOATX -  USA Fund  

USD 22.44  0.33  1.49%

Castle Focus is run by an experienced fund manager. A fund manager is in charge of implementing Castle Focus investing strategy and managing its portfolio trading activities. Break down of Castle Focus management performance can provide insight into the fund's overall performance. Note, 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 Castle Focus future under-performance.
Additionally, see Stocks Correlation.

Castle Insiders 

 
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  Robert Mark  Executive
Fund Manager
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Castle Focus Net Asset Comparison

Castle Focus is regarded second largest fund in net asset among similar funds. Total Asset Under Management (AUM) of Large Blend category is currently estimated at about 1.26 Trillion. Castle Focus adds roughly 52.88 Million in net asset claiming only tiny portion of funds under Large Blend category.

Castle Focus Benchmark Summation

The output start index for this execution was twenty-nine with a total number of output elements of thirty-two. The Index of highest value over a specified period line plots maximum indexes of Castle Focus price series. View also all equity analysis or get more info about index of highest value over a specified period math operators indicator.

Castle Focus Stakeholder

Robert Mark - Fund ManagerProfile

About Castle Focus Management Performance

The success or failure of an entity such as Castle Focus often depends on how effective the management is. Castle Focus 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 Castle 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 Castle 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.
Please read more on our stock advisor page.
Under normal market conditions, the fund invests primarily in common stocks of domestic companies and American Depositary Receipts of foreign companies of any size without regard to market capitalization that the sub-adviser believes possess a strong competitive position in their peer group and have undervalued assets or growth potential that is not yet reflected in stock price. Castle Focus is traded on NASDAQ Exchange in the United States.
The data published in Castle Focus' official financial statements usually reflect Castle Focus' business processes, product offerings, services, and other fundamental events. But there are other numbers, ratios, or fundamental indicators derived from these statements that are easier to understand and visualize within the underlying realities that drive quantitative information of Castle Focus. For example, before you start analyzing numbers published by Castle accountants, it's critical to develop an understanding of what Castle Focus' liquidity, profitability, and earnings quality are in the context of the Castle Investment Management space in which it operates.
Please note that past performance is not an indicator of the future performance of Castle Focus, 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. .
Additionally, see Stocks Correlation. Note that the Castle Focus information on this page should be used as a complementary analysis to other Castle Focus' 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 Idea Optimizer module to use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio .

Complementary Tools for Castle Mutual Fund analysis

When running Castle Focus price analysis, check to measure Castle Focus' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Castle Focus is operating at the current time. Most of Castle Focus' value examination focuses on studying past and present price action to predict the probability of Castle Focus' future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Castle Focus' price. Additionally, you may evaluate how the addition of Castle Focus to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Castle Focus' value and its price as these two are different measures arrived at by different means. Investors typically determine Castle Focus value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Castle Focus' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.