Equity Growth Financials
| AMEIX Fund | USD 29.13 0.04 0.14% |
Equity |
Please note that past performance is not an indicator of the future performance of Equity Growth, 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.
Equity Growth Fund Summary
Equity Growth competes with Mid Cap, Income Growth, Diversified Bond, Emerging Markets, and Short Term. The fund invests at least 80 percent of its net assets in equity securities. In selecting stocks for the fund, the portfolio managers use quantitative and qualitative management techniques in a multi-step process. First, the managers rank stocks, primarily large capitalization, publicly traded U.S. companies from most attractive to least attractive based on an objective set of measures. The portfolio managers then review the output of the quantitative model and also consider other factors to build a portfolio that they believe will provide a balance between risk and return.Specialization | Large Blend, Large Growth |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US02507M8082 |
| Business Address | AMERICAN CENTURY QUANTITATIVE |
| Mutual Fund Family | American Century Investments |
| Mutual Fund Category | Large Blend |
| Benchmark | NYSE Composite |
| Phone | 800 345 2021 |
| Currency | USD - US Dollar |
You should never invest in Equity Growth Fund 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 Equity Mutual Fund, because this is throwing your money away. Analyzing the key information contained in Equity Growth'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.
Equity Growth Key Financial Ratios
Generally speaking, Equity Growth's financial ratios allow both analysts and investors to convert raw data from Equity Growth's financial statements into concise, actionable information that can be used to evaluate the performance of Equity Growth 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 Equity Growth reports annually and quarterly.Equity Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Equity Growth's current stock value. Our valuation model uses many indicators to compare Equity Growth value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Equity Growth competition to find correlations between indicators driving Equity Growth's intrinsic value. More Info.Equity Growth Fund is the top fund in price to earning among similar funds. It is the top fund in price to book among similar funds fabricating about 0.15 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Equity Growth Fund is roughly 6.56 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Equity Growth by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Equity Growth'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 Equity Growth's earnings, one of the primary drivers of an investment's value.Equity Growth Systematic Risk
Equity Growth's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Equity Growth 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 fifteen with a total number of output elements of fourty-six. The Beta measures systematic risk based on how returns on Equity Growth correlated with the market. If Beta is less than 0 Equity Growth generally moves in the opposite direction as compared to the market. If Equity Growth Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Equity Growth is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Equity Growth is generally in the same direction as the market. If Beta > 1 Equity Growth moves generally in the same direction as, but more than the movement of the benchmark.
Equity Growth April 17, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Equity Growth help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Equity Growth Fund. We use our internally-developed statistical techniques to arrive at the intrinsic value of Equity Growth Fund based on widely used predictive technical indicators. In general, we focus on analyzing Equity Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Equity Growth's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.7295 | |||
| Information Ratio | 0.0612 | |||
| Maximum Drawdown | 3.78 | |||
| Value At Risk | (1.25) | |||
| Potential Upside | 1.26 |
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Equity Growth Fund. 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 gross domestic product. You can also try the Fundamentals Comparison module to compare fundamentals across multiple equities to find investing opportunities.