Advisory Research Financials
| ADVGX Fund | USD 11.50 0.14 1.23% |
Advisory |
Please note that past performance is not an indicator of the future performance of Advisory Research, 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.
Advisory Research Fund Summary
Advisory Research competes with T Rowe, Morningstar Unconstrained, and SPACE. Under normal circumstances, the fund will invest at least 80 percent of its net assets in equity securities of small-capitalization companies. The funds investments in equity securities primarily include common stock, preferred securities and convertible securities. While the fund invests primarily in equity securities of U.S. issuers, it may invest in securities of foreign issuers, including those in emerging markets. In keeping with the funds investment objective, investments in such foreign issuers is not expected to exceed 20 percent of the funds net assets.Specialization | Small Blend, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | North Square Investments |
| Mutual Fund Family | North Square |
| Mutual Fund Category | Small Blend |
| Benchmark | NYSE Composite |
| Phone | 855 551 5521 |
| Currency | USD - US Dollar |
You should never invest in Advisory Research All without having analyzed available financial metrics that contribute to the net asset value (NAV) of the fund. Do not rely on someone else's analysis or guesses about the future performance of Advisory Mutual Fund, because this is throwing your money away. Analyzing the key information contained in Advisory Research's prospectus and an annual reports, can give you an edge over other investors and help to ensure that your investments perform well for you.
Advisory Research Key Financial Ratios
Generally speaking, Advisory Research's financial ratios allow both analysts and investors to convert raw data from Advisory Research's financial statements into concise, actionable information that can be used to evaluate the performance of Advisory Research over time and compare it to other companies across industries. There are many critical financial ratios that investors are exposed to on a daily basis, but they are usually grouped into few meaningful categories from each financial statement that Advisory Research All reports annually and quarterly.Advisory Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Advisory Research's current stock value. Our valuation model uses many indicators to compare Advisory Research value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Advisory Research competition to find correlations between indicators driving Advisory Research's intrinsic value. More Info.Advisory Research All is second largest fund in price to earning among similar funds. It is the top fund in price to book among similar funds fabricating about 0.14 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Advisory Research All is roughly 7.36 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Advisory Research by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Advisory Research's Mutual Fund. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. 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 Advisory Research's earnings, one of the primary drivers of an investment's value.Advisory Research All Systematic Risk
Advisory Research's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Advisory Research volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was ten with a total number of output elements of fifty-one. The Beta measures systematic risk based on how returns on Advisory Research All correlated with the market. If Beta is less than 0 Advisory Research generally moves in the opposite direction as compared to the market. If Advisory Research Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Advisory Research All is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Advisory Research is generally in the same direction as the market. If Beta > 1 Advisory Research moves generally in the same direction as, but more than the movement of the benchmark.
Advisory Research April 25, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Advisory Research help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Advisory Research All. We use our internally-developed statistical techniques to arrive at the intrinsic value of Advisory Research All based on widely used predictive technical indicators. In general, we focus on analyzing Advisory Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Advisory Research's daily price indicators and compare them against related drivers.
| Downside Deviation | 1.37 | |||
| Information Ratio | (0.02) | |||
| Maximum Drawdown | 5.44 | |||
| Value At Risk | (1.71) | |||
| Potential Upside | 1.89 |
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Advisory Research All. 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 price. Note that the Advisory Research All information on this page should be used as a complementary analysis to other Advisory Research'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 Portfolio Backtesting module to avoid under-diversification and over-optimization by backtesting your portfolios.