APEXCM SMALLMID Financials

APSGX Fund  USD 15.22  0.02  0.13%   
You can use fundamental analysis to find out if APEXCM SMALLMID CAP is mispriced or if you can make any profits on it by purchasing it and then waiting for the market to recognize its mistake and reprise the security. We were able to analyze and collect data for eleven available fundamental indicators for APEXCM SMALLMID CAP, which can be compared to its rivals. Please make use of APEXCM SMALLMID CAP price to book and five year return to make a decision on whether APEXCM SMALLMID is priced fairly. Use APEXCM SMALLMID to protect your portfolios against small market fluctuations. Benchmarks are essential to demonstrate the utility of optimization algorithms. The fund experiences a normal downward trend and little activity. Check odds of APEXCM SMALLMID to be traded at $15.07 in 90 days.
  
With this module, you can analyze APEXCM financials for your investing period. You should be able to track the changes in APEXCM SMALLMID individual financial statements over time to develop the understanding of its risk, liquidity, profitability, or other critical and vital indicators.
Understanding current and past APEXCM SMALLMID Financials, including the trends in assets, liabilities, equity and income are directly related to making proper and timely investing decisions. All of APEXCM SMALLMID's financial statements are interrelated, with each one affecting the others. For example, an increase in APEXCM SMALLMID's assets may result in an increase in income on the income statement.
Evaluating APEXCM SMALLMID's financials involves analyzing a range of financial metrics and ratios to gain insights into the company's financial health and performance. However, considering all of APEXCM SMALLMID's profitability, liquidity ratios, and efficiency indicators at the same time could be an enormous task, and our Financial Distress score can provide you with a snapshot of the APEXCM SMALLMID's relative financial performance

Chance Of Distress

Less than 1

 
100  
 
0
APEXCM SMALLMID CAP has less than 1 (%) percent chance of experiencing financial distress in the next two years of operations. The calculation of odds of distress for APEXCM SMALLMID mutual fund is tightly coupled with the Probability of Bankruptcy. It complements the equity performance score by supplying investors with insight into company financials without requiring them to know too much about all of the complex accounting and financial indicators surrounding the entity.
More Info
The data published in APEXCM SMALLMID's official financial statements usually reflect APEXCM SMALLMID's 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 APEXCM SMALLMID CAP. For example, before you start analyzing numbers published by APEXCM accountants, it's critical to develop an understanding of what APEXCM SMALLMID's liquidity, profitability, and earnings quality are in the context of the Fiera Capital space in which it operates.
Please note that past performance is not an indicator of the future performance of APEXCM SMALLMID, 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. .

APEXCM SMALLMID Company Summary

APEXCM SMALLMID competes with AMPL, Morningstar Unconstrained, Pure Storage, and Coca Cola. Under normal circumstances, the fund will invest at least 80 percent of its net assets in common stocks of small- and mid-cap companies. Fiera Capital is traded on NASDAQ Exchange in the United States.
InstrumentUSA Mutual Fund View All
ExchangeNMFQS Exchange
ISINUS90386H1077
Business AddressFiera Capital Series
Mutual Fund FamilyFiera Capital
Mutual Fund CategoryMid-Cap Growth
BenchmarkNYSE Composite
Phone855 771 7119
CurrencyUSD - US Dollar

APEXCM Financial Ratios Relationships

Comparative valuation techniques use various fundamental indicators to help in determining APEXCM SMALLMID's current stock value. Our valuation model uses many indicators to compare APEXCM SMALLMID value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across APEXCM SMALLMID competition to find correlations between indicators driving APEXCM SMALLMID's intrinsic value. More Info.
APEXCM SMALLMID CAP is the top fund in one year return among similar funds. It is the top fund in net asset among similar funds making up about  5,368,829  of Net Asset per One Year Return. . Comparative valuation analysis is a catch-all model that can be used if you cannot value APEXCM SMALLMID by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for APEXCM SMALLMID'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 APEXCM SMALLMID's earnings, one of the primary drivers of an investment's value.

APEXCM SMALLMID CAP Systematic Risk

APEXCM SMALLMID's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. APEXCM SMALLMID 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 function did not generate any output. Please change time horizon or modify your input parameters. The output start index for this execution was one with a total number of output elements of sixty. The Beta measures systematic risk based on how returns on APEXCM SMALLMID CAP correlated with the market. If Beta is less than 0 APEXCM SMALLMID generally moves in the opposite direction as compared to the market. If APEXCM SMALLMID Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one APEXCM SMALLMID CAP is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of APEXCM SMALLMID is generally in the same direction as the market. If Beta > 1 APEXCM SMALLMID moves generally in the same direction as, but more than the movement of the benchmark.
.

About APEXCM SMALLMID Financials

What exactly are APEXCM SMALLMID Financials? Typically, a company's financial statements are the reports that show the financial position of the company. Three primary documents fall into the category of financial statements. These documents include APEXCM SMALLMID's income statement, its balance sheet, and the statement of cash flows. Potential APEXCM SMALLMID investors and stakeholders use financial statements to determine how well the company is positioned to perform in the future. Although APEXCM SMALLMID investors may use each financial statement separately, they are all related. The changes in APEXCM SMALLMID's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on APEXCM SMALLMID's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet, but not equivalent to net income shown on the income statement. Please read more on our technical analysis and fundamental analysis pages.

Steps to analyze APEXCM SMALLMID Financials for Investing

There are several different ways that investors can use financial statements to try and predict whether a stock price will go up or down. Unfortunately, there is no surefire formula, but there are some general guidelines you should consider when looking at the numbers. First, realize what kind of company it is so you know if its revenues are more likely to grow or shrink over time. For example, a software company's revenue is expected to increase yearly due to new products and services that its customers will want to buy. At the same time, a car manufacturer might not be able to sell as many cars when the economy slows down, so it would have less net income during those times. Second, pay attention to its debt-to-equity ratio because this number will tell you how much risk it has. If a company such as APEXCM SMALLMID is not taking on any additional risks, its debt-to-equity should be less than one. As a general rule of thumb, if the market value or book value (which can be found in the footnotes) of assets exceeds the company's liabilities, then it is probably in good shape. Finally, use other financial statements to determine if a stock price will go up or down because investors are always looking for growth opportunities when they buy new stocks. For example, if you see that the net revenue of APEXCM has grown by more than 25% over the last five years, then there is a good chance that it will continue growing by at least 20% or more each year. On the other hand, if you see that net revenue has only increased by about 15%, which is barely above inflation levels, then chances are it will not grow much faster than this over time, and investors may shy away from buying it.
In summary, you can determine if APEXCM SMALLMID's financials are consistent with your investment objective using the following steps:
  • Review APEXCM SMALLMID's balance sheet accounts, such as liabilities and equity, to understand its overall financial position.
  • Analyze the income statement and examine the company's revenue, expenses, and profits over time to determine its financial performance.
  • Study the cash flow inflows and outflows to understand APEXCM SMALLMID's liquidity and solvency.
  • Look at the growth rates in revenue, earnings, and cash flow over time to determine its potential for future growth.
  • Compare APEXCM SMALLMID's financials to those of its peers to see how it stacks up and identify any potential red flags.
  • Use valuation ratios to evaluate the company's financials using commonly used ratios such as the price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and enterprise value-to-earnings before interest, taxes, depreciation, and amortization (EV/EBITDA) ratio to determine if APEXCM SMALLMID's stock is overvalued or undervalued.
Remember, these are just guidelines and should not be the only basis for investment decisions. It is always important to analyze the leading stock market indicators., conduct additional research and seek professional advice if needed. APEXCM SMALLMID CAP is the top fund in net asset among similar funds. Total Asset Under Management (AUM) of Mid-Cap Growth category is currently estimated at about 96.6 Billion. APEXCM SMALLMID adds roughly 76.13 Million in net asset claiming only tiny portion of funds under Mid-Cap Growth category.

APEXCM SMALLMID June 9, 2023 Opportunity Range

Along with financial statement analysis, the daily predictive indicators of APEXCM SMALLMID help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of APEXCM SMALLMID CAP. We use our internally-developed statistical techniques to arrive at the intrinsic value of APEXCM SMALLMID CAP based on widely used predictive technical indicators. In general, we focus on analyzing APEXCM Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build APEXCM SMALLMID's daily price indicators and compare them against related drivers.
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in APEXCM SMALLMID CAP. Also, note that the market value of any Mutual Fund could be tightly coupled with the direction of predictive economic indicators such as various price indices. Note that the APEXCM SMALLMID CAP information on this page should be used as a complementary analysis to other APEXCM SMALLMID'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 Balance Of Power module to check stock momentum by analyzing Balance Of Power indicator and other technical ratios.

Complementary Tools for APEXCM Mutual Fund analysis

When running APEXCM SMALLMID's price analysis, check to measure APEXCM SMALLMID's 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 APEXCM SMALLMID is operating at the current time. Most of APEXCM SMALLMID's value examination focuses on studying past and present price action to predict the probability of APEXCM SMALLMID's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move APEXCM SMALLMID's price. Additionally, you may evaluate how the addition of APEXCM SMALLMID to your portfolios can decrease your overall portfolio volatility.
Correlation Analysis
Reduce portfolio risk simply by holding instruments which are not perfectly correlated
Fundamental Analysis
View fundamental data based on most recent published financial statements
Share Portfolio
Track or share privately all of your investments from the convenience of any device
Theme Ratings
Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance
Stock Screener
Find equities using a custom stock filter or screen asymmetry in trading patterns, price, volume, or investment outlook.
Portfolio Volatility
Check portfolio volatility and analyze historical return density to properly model market risk
Fundamental Analysis
View fundamental data based on most recent published financial statements
Alpha Finder
Use alpha and beta coefficients to find investment opportunities after accounting for the risk
CEO Directory
Screen CEOs from public companies around the world
Money Managers
Screen money managers from public funds and ETFs managed around the world
Correlation Analysis
Reduce portfolio risk simply by holding instruments which are not perfectly correlated
Balance Of Power
Check stock momentum by analyzing Balance Of Power indicator and other technical ratios
Correlation Analysis
Reduce portfolio risk simply by holding instruments which are not perfectly correlated
Please note, there is a significant difference between APEXCM SMALLMID's value and its price as these two are different measures arrived at by different means. Investors typically determine if APEXCM SMALLMID is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, APEXCM SMALLMID's 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.