Enterprise Mergers And Fund Quote
| EMAYX Fund | USD 15.07 0.01 0.07% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Enterprise Mergers is trading at 15.07 as of the 18th of April 2024; that is -0.07 percent decrease since the beginning of the trading day. The fund's open price was 15.08. Enterprise Mergers has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. Equity ratings for Enterprise Mergers And are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 29th of April 2022 and ending today, the 18th of April 2024. Click here to learn more.
The advisor intends to invest primarily in equity securities of companies believed to be likely acquisition targets within twelve to eighteen months. The fund also may engage in arbitrage transactions by investing in the equity securities of companies that are involved in publicly announced mergers, takeovers, tender offers, leveraged buyouts, spin-offs, liquidations, and other corporate reorganizations. More on Enterprise Mergers And
Moving together with Enterprise Mutual Fund
| 0.79 | GCFSX | Gabelli Global Financial | PairCorr |
| 1.0 | EMACX | Enterprise Mergers And | PairCorr |
| 0.87 | GWSVX | Gabelli Focus | PairCorr |
| 0.69 | GLDAX | Gabelli Gold | PairCorr |
| 0.72 | GABAX | Gabelli Asset | PairCorr |
| 0.82 | GABBX | Gabelli Dividend | PairCorr |
Enterprise 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. Enterprise Mergers' investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Enterprise Mergers or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | Gabelli Funds, Large Funds, Event Driven Funds, Event Driven, Gabelli (View all Sectors) |
| Update Date | 31st of March 2024 |
| Expense Ratio Date | 28th of February 2023 |
| Fiscal Year End | October |
Enterprise Mergers And [EMAYX] is traded in USA and was established 18th of April 2024. Enterprise Mergers is listed under Gabelli category by Fama And French industry classification. The fund is listed under Event Driven category and is part of Gabelli family. This fund currently has accumulated 60.26 M in assets under management (AUM) with minimum initial investment of 500 K. Enterprise Mergers And is currently producing year-to-date (YTD) return of 1.63% with the current yeild of 0.01%, while the total return for the last 3 years was -1.17%.
Check Enterprise Mergers 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 Enterprise 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 Enterprise 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 Enterprise Mergers And 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 Enterprise Mergers And Mutual Fund Constituents
| CZR | Caesars Entertainment | Stock | Consumer Discretionary |
| FOX | Fox Corp Class | Stock | Communication Services |
| KDP | Keurig Dr Pepper | Stock | Consumer Staples |
| VMC | Vulcan Materials | Stock | Materials |
| ALR | Alerislife | Stock | US Stock |
| BGC | BGC Group | Stock | Financials |
| TLGHF | Telenet Group Holding | Pink Sheet | Telecom Services |
Enterprise Mergers Target Price Odds Analysis
Based on a normal probability distribution, the odds of Enterprise Mergers jumping above the current price in 90 days from now is about 87.83%. The Enterprise Mergers And probability density function shows the probability of Enterprise Mergers mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Enterprise Mergers has a beta of 0.7652 suggesting as returns on the market go up, Enterprise Mergers average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Enterprise Mergers And will be expected to be much smaller as well. Additionally, enterprise Mergers And has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the NYSE Composite.
Based on a normal probability distribution, the odds of Enterprise Mergers to move above the current price in 90 days from now is about 87.83 (This Enterprise Mergers And probability density function shows the probability of Enterprise Mutual Fund to fall within a particular range of prices over 90 days) .
Enterprise Mergers And Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Enterprise Mergers market risk premium is the additional return an investor will receive from holding Enterprise Mergers 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 Enterprise Mergers. 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 Enterprise Mergers' alpha and beta are two of the key measurements used to evaluate Enterprise Mergers' performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.4719 | |||
| Standard Deviation | 0.625 | |||
| Variance | 0.3907 | |||
| Risk Adjusted Performance | (0.02) |
Enterprise Mergers Against Markets
Picking the right benchmark for Enterprise Mergers 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 Enterprise Mergers 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 Enterprise Mergers is critical whether you are bullish or bearish towards Enterprise Mergers And at a given time. Please also check how Enterprise Mergers' 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 Enterprise Mergers 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 Enterprise Mutual Fund?
Before investing in Enterprise Mergers, 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 Enterprise Mergers. To buy Enterprise Mergers fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Enterprise Mergers. 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 Enterprise Mergers fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Enterprise Mergers And 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 Enterprise Mergers And 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 Enterprise Mergers And, 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 Enterprise Mergers And?
The danger of trading Enterprise Mergers And 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 Enterprise Mergers 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 Enterprise Mergers. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Enterprise Mergers And 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 Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Enterprise Mergers And. 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 manufacturing. You can also try the Economic Indicators module to top statistical indicators that provide insights into how an economy is performing.