OShaughnessy Mutual Fund Quote

OFVIX -  USA Fund  

USD 18.02  0.11  0.61%

OShaughnessy Market is trading at 18.02 as of the 20th of October 2021; that is -0.61 percent down since the beginning of the trading day. The fund's open price was 18.13. OShaughnessy Market has about a 42 percent probability of financial distress in the next few years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for OShaughnessy Market Leaders are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 21st of August 2021 and ending today, the 20th of October 2021. Click here to learn more.
 Market Performance
4 of 100
  Odds Of Distress
Less than 42
The investment seeks long-term capital appreciation and current income. OShaughnessy Market is traded on NASDAQ Exchange in the United States.. More on OShaughnessy Market Leaders

OShaughnessy Market 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. If you consider yourself one of those investors, make sure you clearly understand your entering position. OShaughnessy Market's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding OShaughnessy Market or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
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The fund maintains 98.1% of its assets in stocks
Legal NameOShaughnessy Market Leaders
Macroaxis Advice
Unlike general analyst consensus, Macroaxis buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of OShaughnessy Market's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Beta In Three Year1.17
Startdate28th of November 2018
OShaughnessy Market Leaders [OFVIX] is traded in USA and was established 20th of October 2021. The fund is listed under Large Value category and is part of O'Shaughnessy Asset Management family. OShaughnessy Market now has accumulated 250.88 M in assets with minimum initial investment of 10 K. , while the total return for the last 3 years was 0.65%.
Check OShaughnessy Market 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 OShaughnessy 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 OShaughnessy Market , and the less return is expected.

Top OShaughnessy Market Leaders Constituents

OShaughnessy Market Target Price Odds Analysis

What are OShaughnessy Market's target price odds to finish over the current price? Based on a normal probability distribution, the odds of OShaughnessy Market jumping above the current price in 90 days from now is about 11.17%. The OShaughnessy Market Leaders probability density function shows the probability of OShaughnessy Market mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon OShaughnessy Market has a beta of 0.0461. This indicates as returns on the market go up, OShaughnessy Market average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding OShaughnessy Market Leaders will be expected to be much smaller as well. Additionally, the company has an alpha of 0.0349, implying that it can generate a 0.0349 percent excess return over DOW after adjusting for the inherited market risk (beta).
 Odds Down 18.02HorizonTargetOdds Up 18.02 
88.44%90 days
Based on a normal probability distribution, the odds of OShaughnessy Market to move above the current price in 90 days from now is about 11.17 (This OShaughnessy Market Leaders probability density function shows the probability of OShaughnessy Mutual Fund to fall within a particular range of prices over 90 days) .

OShaughnessy Market Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. OShaughnessy Market market risk premium is the additional return an investor will receive from holding OShaughnessy Market 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 OShaughnessy Market. 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 OShaughnessy Market's alpha and beta are two of the key measurements used to evaluate OShaughnessy Market's performance over the market, the standard measures of volatility play an important role as well.

OShaughnessy Market Against Markets

Picking the right benchmark for OShaughnessy Market 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 OShaughnessy Market 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 OShaughnessy Market is critical whether you are bullish or bearish towards OShaughnessy Market Leaders at a given time.

Be your own money manager

Our tools can tell you how much better you can do entering a position in OShaughnessy Market without increasing your portfolio risk or giving up 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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Please check Your Equity Center. Note that the OShaughnessy Market information on this page should be used as a complementary analysis to other OShaughnessy Market'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 Correlation Analysis module to reduce portfolio risk simply by holding instruments which are not perfectly correlated.

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