Small Company Financials
| FOSBX Fund | USD 29.01 0.16 0.55% |
Small |
Please note that past performance is not an indicator of the future performance of Small Company, 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.
Small Company Fund Summary
Small Company competes with International Fund, Parnassus Mid, Balanced Fund, Short-intermediate, and Large Cap. Under normal market conditions, the Advisor intends to invest at least 80 percent of its assets in common stocks and securities that can be converted into common stocks, such as convertible bonds, convertible preferred stocks, options, and rights, of companies with small market capitalization. A companys market capitalization is generally considered small if it is less than 6 billion.Specialization | Small Blend, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US89609H7044 |
| Business Address | Tributary Funds, |
| Mutual Fund Family | Tributary Funds |
| Mutual Fund Category | Small Blend |
| Benchmark | NYSE Composite |
| Phone | 800 662 4203 |
| Currency | USD - US Dollar |
You should never invest in Small Pany 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 Small Mutual Fund, because this is throwing your money away. Analyzing the key information contained in Small Company'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.
Small Company Key Financial Ratios
Generally speaking, Small Company's financial ratios allow both analysts and investors to convert raw data from Small Company's financial statements into concise, actionable information that can be used to evaluate the performance of Small Company 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 Small Pany Fund reports annually and quarterly.Small Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Small Company's current stock value. Our valuation model uses many indicators to compare Small Company value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Small Company competition to find correlations between indicators driving Small Company's intrinsic value. More Info.Small Pany Fund is one of the top funds in price to earning among similar funds. It is one of the top funds in price to book among similar funds fabricating about 0.10 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Small Pany Fund is roughly 9.56 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Small Company by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Small Company'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 Small Company's earnings, one of the primary drivers of an investment's value.Small Pany Fund Systematic Risk
Small Company's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Small Company 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.
Incorrect Input. Please change your parameters or increase the time horizon required for running this function. The output start index for this execution was zero with a total number of output elements of zero. The Beta measures systematic risk based on how returns on Small Pany Fund correlated with the market. If Beta is less than 0 Small Company generally moves in the opposite direction as compared to the market. If Small Company Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Small Pany Fund is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Small Company is generally in the same direction as the market. If Beta > 1 Small Company moves generally in the same direction as, but more than the movement of the benchmark.
Small Company April 23, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Small Company help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Small Pany Fund. We use our internally-developed statistical techniques to arrive at the intrinsic value of Small Pany Fund based on widely used predictive technical indicators. In general, we focus on analyzing Small Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Small Company's daily price indicators and compare them against related drivers.
| Downside Deviation | 1.18 | |||
| Information Ratio | (0.03) | |||
| Maximum Drawdown | 5.69 | |||
| Value At Risk | (1.54) | |||
| Potential Upside | 1.77 |
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Small Pany 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 bureau of labor statistics. Note that the Small Pany Fund information on this page should be used as a complementary analysis to other Small Company'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 Share Portfolio module to track or share privately all of your investments from the convenience of any device.