Ff Baywd Fd Fund Quote
BVSIX Fund | USD 16.41 0.21 1.30% |
Performance15 of 100
| Odds Of DistressLess than 34
|
Ff Baywd is trading at 16.41 as of the 28th of March 2024; that is 1.30 percent increase since the beginning of the trading day. The fund's open price was 16.2. Ff Baywd has about a 34 percent probability of financial distress in the next few years of operation but had a somewhat good performance during the last 90 days. Equity ratings for Ff Baywd Fd are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of February 2024 and ending today, the 28th of March 2024. Click here to learn more.
Under normal circumstances, at least 80 percent of the funds net assets consist of common stocks of issuers that meet certain socially responsible criteria. The fund seeks to avoid investing in any issuer that derives more than 5 percent of its total revenue from tobacco, alcohol, gambling, abortion or weaponry , or that is involved in nuclear power.. More on Ff Baywd Fd
Moving together with BVSIX Mutual Fund
0.95 | BVPIX | Baywood Skba Valueplus | PairCorr |
0.97 | VVIAX | Vanguard Value Index | PairCorr |
0.97 | DOXGX | Dodge Cox Stock | PairCorr |
0.95 | FFMMX | American Funds American | PairCorr |
0.95 | FFFMX | American Funds American | PairCorr |
0.98 | AMRMX | American Mutual Fund | PairCorr |
BVSIX 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. Ff Baywd's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Ff Baywd or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Fund Concentration | Baywood Funds, Large Value Funds, Large Value, Baywood, Large Value, Large Value (View all Sectors) |
Update Date | 31st of March 2024 |
Expense Ratio Date | 1st of February 2023 |
Fiscal Year End | September |
Ff Baywd Fd [BVSIX] is traded in USA and was established 28th of March 2024. Ff Baywd is listed under Baywood category by Fama And French industry classification. The fund is listed under Large Value category and is part of Baywood family. This fund currently has accumulated 7.07 M in assets under management (AUM) with minimum initial investment of 5 K. Ff Baywd Fd is currently producing year-to-date (YTD) return of 6.02% with the current yeild of 0.02%, while the total return for the last 3 years was 9.97%.
Check Ff Baywd 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 BVSIX 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 BVSIX 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 Ff Baywd Fd 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 Ff Baywd Fd Mutual Fund Constituents
TPH | TRI Pointe Homes | Stock | Consumer Discretionary |
ST | Sensata Technologies Holding | Stock | Industrials |
INTC | Intel | Stock | Information Technology |
MDT | Medtronic PLC | Stock | Health Care |
MTB | MT Bank Corp | Stock | Financials |
IBM | International Business Machines | Stock | Information Technology |
VZ | Verizon Communications | Stock | Communication Services |
Ff Baywd Target Price Odds Analysis
Based on a normal probability distribution, the odds of Ff Baywd jumping above the current price in 90 days from now is near 1%. The Ff Baywd Fd probability density function shows the probability of Ff Baywd mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Ff Baywd Fd has a beta of -0.0847 suggesting as returns on benchmark increase, returns on holding Ff Baywd are expected to decrease at a much lower rate. During the bear market, however, Ff Baywd Fd is likely to outperform the market. Additionally, ff Baywd Fd has an alpha of 0.1179, implying that it can generate a 0.12 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of Ff Baywd to move above the current price in 90 days from now is near 1 (This Ff Baywd Fd probability density function shows the probability of BVSIX Mutual Fund to fall within a particular range of prices over 90 days) .
Ff Baywd Fd Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Ff Baywd market risk premium is the additional return an investor will receive from holding Ff Baywd 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 Ff Baywd. 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 Ff Baywd's alpha and beta are two of the key measurements used to evaluate Ff Baywd's performance over the market, the standard measures of volatility play an important role as well.
Mean Deviation | 0.4574 | |||
Semi Deviation | 0.4227 | |||
Standard Deviation | 0.5845 | |||
Variance | 0.3417 |
Ff Baywd Against Markets
Picking the right benchmark for Ff Baywd 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 Ff Baywd 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 Ff Baywd is critical whether you are bullish or bearish towards Ff Baywd Fd at a given time. Please also check how Ff Baywd'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 Ff Baywd 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.Did you try this?
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How to buy BVSIX Mutual Fund?
Before investing in Ff Baywd, 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 Ff Baywd. To buy Ff Baywd fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Ff Baywd. 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 Ff Baywd fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Ff Baywd Fd 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 Ff Baywd Fd 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 Ff Baywd Fd, 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 Ff Baywd Fd?
The danger of trading Ff Baywd Fd 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 Ff Baywd 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 Ff Baywd. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Ff Baywd Fd 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 Trending Equities to better understand how to build diversified portfolios, which includes a position in Ff Baywd Fd. 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 Portfolio Comparator module to compare the composition, asset allocations and performance of any two portfolios in your account.
Complementary Tools for BVSIX Mutual Fund analysis
When running Ff Baywd's price analysis, check to measure Ff Baywd'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 Ff Baywd is operating at the current time. Most of Ff Baywd's value examination focuses on studying past and present price action to predict the probability of Ff Baywd's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Ff Baywd's price. Additionally, you may evaluate how the addition of Ff Baywd to your portfolios can decrease your overall portfolio volatility.
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