Amg Southernsun Financials
| SSEIX Fund | USD 13.96 0.02 0.14% |
Amg |
Please note that past performance is not an indicator of the future performance of Amg Southernsun, 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.
Amg Southernsun Fund Summary
Amg Southernsun competes with Government Street, Federated Mdt, Janus Enterprise, Victory Integrity, and Virtus Kar. Under normal circumstances, the fund invests at least 80 percent of its assets in equity securities of U.S. companies. The Adviser seeks to achieve the funds investment objective by investing primarily in common stocks of small to middle capitalization U.S. companies that the Adviser selects using a research-driven, value-oriented investment strategy. The fund is non-diversified.Specialization | Mid-Cap Blend, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US00170K5130 |
| Business Address | Advisors Inner Circle |
| Mutual Fund Family | AMG Funds |
| Mutual Fund Category | Mid-Cap Blend |
| Benchmark | NYSE Composite |
| Phone | 800 835 3879 |
| Currency | USD - US Dollar |
You should never invest in Amg Southernsun Equity 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 Amg Mutual Fund, because this is throwing your money away. Analyzing the key information contained in Amg Southernsun'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.
Amg Southernsun Key Financial Ratios
Generally speaking, Amg Southernsun's financial ratios allow both analysts and investors to convert raw data from Amg Southernsun's financial statements into concise, actionable information that can be used to evaluate the performance of Amg Southernsun 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 Amg Southernsun Equity reports annually and quarterly.Amg Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Amg Southernsun's current stock value. Our valuation model uses many indicators to compare Amg Southernsun value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Amg Southernsun competition to find correlations between indicators driving Amg Southernsun's intrinsic value. More Info.Amg Southernsun Equity is rated top fund in price to earning among similar funds. It is rated top fund in price to book among similar funds fabricating about 0.13 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Amg Southernsun Equity is roughly 7.82 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Amg Southernsun by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Amg Southernsun'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 Amg Southernsun's earnings, one of the primary drivers of an investment's value.Amg Southernsun Equity Systematic Risk
Amg Southernsun's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Amg Southernsun 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 thirty with a total number of output elements of thirty-one. The Beta measures systematic risk based on how returns on Amg Southernsun Equity correlated with the market. If Beta is less than 0 Amg Southernsun generally moves in the opposite direction as compared to the market. If Amg Southernsun Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Amg Southernsun Equity is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Amg Southernsun is generally in the same direction as the market. If Beta > 1 Amg Southernsun moves generally in the same direction as, but more than the movement of the benchmark.
Amg Southernsun April 24, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Amg Southernsun help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Amg Southernsun Equity. We use our internally-developed statistical techniques to arrive at the intrinsic value of Amg Southernsun Equity based on widely used predictive technical indicators. In general, we focus on analyzing Amg Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Amg Southernsun's daily price indicators and compare them against related drivers.
| Downside Deviation | 1.23 | |||
| Information Ratio | 0.0085 | |||
| Maximum Drawdown | 5.16 | |||
| Value At Risk | (1.79) | |||
| Potential Upside | 1.52 |
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Amg Southernsun Equity. 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 ETFs module to find actively traded Exchange Traded Funds (ETF) from around the world.