Kirr Marbach Partners Fund Quote

KMVAX Fund  USD 30.88  0.29  0.95%   

Performance

20 of 100

 
Low
 
High
Solid

Odds Of Distress

Less than 31

 
100  
 
Zero
Below Average
Kirr Marbach is trading at 30.88 as of the 28th of March 2024; that is 0.95 percent up since the beginning of the trading day. The fund's open price was 30.59. Kirr Marbach has about a 31 percent probability of financial distress in the next few years of operation but had a somewhat solid performance during the last 90 days. Equity ratings for Kirr Marbach Partners are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 7th of June 2022 and ending today, the 28th of March 2024. Click here to learn more.
The fund seeks to achieve its investment objective by investing in common stocks of companies with small-capitalizations , medium-capitalizations and large-capitalizations . Under normal circumstances, at least 65 percent of its total assets will consist of common stocks or other equity securities.. More on Kirr Marbach Partners

Moving together with Kirr Mutual Fund

  0.72USG USCF Gold Strategy Symbol ChangePairCorr
  0.98VIMAX Vanguard Mid-cap IndexPairCorr
  0.98VIMSX Vanguard Mid-cap IndexPairCorr
  0.98VMCPX Vanguard Mid-cap IndexPairCorr
  0.98VMCIX Vanguard Mid-cap IndexPairCorr
  0.91VEXAX Vanguard Extended MarketPairCorr

Kirr Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Kirr Marbach's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Kirr Marbach or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Fund ConcentrationKirr Marbach Partners Funds, Large Funds, Mid-Cap Blend Funds, Mid-Cap Blend, Kirr Marbach Partners, Large, Mid-Cap Blend (View all Sectors)
Update Date31st of March 2024
Expense Ratio Date27th of January 2023
Fiscal Year EndSeptember
Kirr Marbach Partners [KMVAX] is traded in USA and was established 28th of March 2024. Kirr Marbach is listed under Kirr Marbach Partners category by Fama And French industry classification. The fund is listed under Mid-Cap Blend category and is part of Kirr Marbach Partners family. This fund now has accumulated 71.55 M in assets with minimum initial investment of 1 K. Kirr Marbach Partners is currently producing year-to-date (YTD) return of 12.75%, while the total return for the last 3 years was 10.07%.
Check Kirr Marbach Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Kirr Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Kirr Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Kirr Marbach Partners Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Kirr Marbach Partners Mutual Fund Constituents

XPERXperi CorpStockInformation Technology
ALRAlerislifeStockUS Stock
XPOXPO LogisticsStockIndustrials
VOYAVoya FinancialStockFinancials
SSNCSSC Technologies HoldingsStockInformation Technology
RSGRepublic ServicesStockIndustrials
MTZMasTec IncStockIndustrials
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Kirr Marbach Target Price Odds Analysis

Based on a normal probability distribution, the odds of Kirr Marbach jumping above the current price in 90 days from now is roughly 2.44%. The Kirr Marbach Partners probability density function shows the probability of Kirr Marbach mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon the mutual fund has a beta coefficient of 1.1559. This indicates as the benchmark fluctuates upward, the company is expected to outperform it on average. However, if the benchmark returns are projected to be negative, Kirr Marbach will likely underperform. Additionally, kirr Marbach Partners has an alpha of 0.055, implying that it can generate a 0.055 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
  Odds Below 30.88HorizonTargetOdds Above 30.88
97.52%90 days
 30.88 
2.44%
Based on a normal probability distribution, the odds of Kirr Marbach to move above the current price in 90 days from now is roughly 2.44 (This Kirr Marbach Partners probability density function shows the probability of Kirr Mutual Fund to fall within a particular range of prices over 90 days) .

Kirr Marbach Partners Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Kirr Marbach market risk premium is the additional return an investor will receive from holding Kirr Marbach long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Kirr Marbach. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Kirr Marbach's alpha and beta are two of the key measurements used to evaluate Kirr Marbach's performance over the market, the standard measures of volatility play an important role as well.

Kirr Marbach Against Markets

Picking the right benchmark for Kirr Marbach mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Kirr Marbach mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Kirr Marbach is critical whether you are bullish or bearish towards Kirr Marbach Partners at a given time. Please also check how Kirr Marbach's historical prices are related to one of the top price index indicators.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Kirr Marbach without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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How to buy Kirr Mutual Fund?

Before investing in Kirr Marbach, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Kirr Marbach. To buy Kirr Marbach fund, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of Kirr Marbach. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
  • Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
  • Fund your account: You will need to deposit funds into your brokerage account to purchase Kirr Marbach fund. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located Kirr Marbach Partners fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
  • Monitor your investment: After you have purchased Kirr Marbach Partners fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Kirr Marbach Partners, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.

Already Invested in Kirr Marbach Partners?

The danger of trading Kirr Marbach Partners is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Kirr Marbach is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Kirr Marbach. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Kirr Marbach Partners is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Kirr Marbach Partners. 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 nation.
Note that the Kirr Marbach Partners information on this page should be used as a complementary analysis to other Kirr Marbach'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 Rebalancing module to analyze risk-adjusted returns against different time horizons to find asset-allocation targets.

Complementary Tools for Kirr Mutual Fund analysis

When running Kirr Marbach's price analysis, check to measure Kirr Marbach'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 Kirr Marbach is operating at the current time. Most of Kirr Marbach's value examination focuses on studying past and present price action to predict the probability of Kirr Marbach's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Kirr Marbach's price. Additionally, you may evaluate how the addition of Kirr Marbach to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Kirr Marbach's value and its price as these two are different measures arrived at by different means. Investors typically determine if Kirr Marbach is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Kirr Marbach'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.