Great-west Financials
| MXNSX Fund | USD 18.43 0.05 0.27% |
Great-west |
Please note that past performance is not an indicator of the future performance of Great-west, 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.
Great-west Fund Summary
Great-west competes with T Rowe, Morningstar Unconstrained, and SPACE. The fund normally invests at least 80 percent of its net assets in common stocks of the companies included in the benchmark index. The fund uses the replication method of indexing, meaning the fund seeks to own the securities contained in the benchmark index in as close as possible a proportion of the fund as each stocks weight in the benchmark index.Specialization | Small Blend, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Great-West Funds, |
| Mutual Fund Family | Great-West Funds |
| Mutual Fund Category | Small Blend |
| Benchmark | NYSE Composite |
| Phone | 866 831 7129 |
| Currency | USD - US Dollar |
You should never invest in Great West Sp Small 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 Great-west Mutual Fund, because this is throwing your money away. Analyzing the key information contained in Great-west'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.
Great-west Key Financial Ratios
Generally speaking, Great-west's financial ratios allow both analysts and investors to convert raw data from Great-west's financial statements into concise, actionable information that can be used to evaluate the performance of Great-west 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 Great West Sp reports annually and quarterly.Great-west Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Great-west's current stock value. Our valuation model uses many indicators to compare Great-west value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Great-west competition to find correlations between indicators driving Great-west's intrinsic value. More Info.Great West Sp Small is regarded second largest fund in price to earning among similar funds. It is number one fund 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 Great West Sp Small is roughly 10.49 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Great-west by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Great-west'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 Great-west's earnings, one of the primary drivers of an investment's value.Great West Sp Systematic Risk
Great-west's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Great-west 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 three with a total number of output elements of fifty-eight. The Beta measures systematic risk based on how returns on Great West Sp correlated with the market. If Beta is less than 0 Great-west generally moves in the opposite direction as compared to the market. If Great-west Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Great West Sp is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Great-west is generally in the same direction as the market. If Beta > 1 Great-west moves generally in the same direction as, but more than the movement of the benchmark.
Great-west April 25, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Great-west help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Great West Sp Small. We use our internally-developed statistical techniques to arrive at the intrinsic value of Great West Sp Small based on widely used predictive technical indicators. In general, we focus on analyzing Great-west Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Great-west's daily price indicators and compare them against related drivers.
| Downside Deviation | 1.29 | |||
| Information Ratio | (0.04) | |||
| Maximum Drawdown | 6.52 | |||
| Value At Risk | (1.73) | |||
| Potential Upside | 1.93 |
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Great West Sp Small. 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 state. You can also try the Portfolio Optimization module to compute new portfolio that will generate highest expected return given your specified tolerance for risk.